Gary Ben-Ezra is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Poughkeepsie, NY, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2649 South Rd, Ste 107, Poughkeepsie, NY, 12601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gary has several business activities, including 50% ownership in Dexter & Benjamin LLC, a loan, and 28.34% ownership in Oak Group Wealth LLC. He also serves as trustee for multiple Oak Group Wealth Management LLC 401(k) plans, dedicating a few hours per week to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations41 states
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