BC
BC

Benjamin Crowder

18 Years of Experience
Chicago, IL
Broker

Benjamin Crowder is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chicago, IL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

110 N Wacker Dr, Pbig - Chicago, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Benjamin is on the investment committee for the Chicago Lawyers Committee for Civil Rights, a civil rights organization. He dedicates minimal time to discussing asset allocation and cash management of the organization's reserves.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - Present · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
February 2016 - March 2018 · 2 yrs 1 mo
Vision Investment Services, INC.Broker
March 2009 - September 2011 · 2 yrs 6 mos
Northern Trust Securities, INC
April 2006 - December 2009 · 3 yrs 8 mos
Northern Trust Securities, INC.Broker
April 2004 - May 2015 · 11 yrs 1 mo
Securian Financial Services, INC.Broker
December 2002 - February 2004 · 1 yr 2 mos
Scudder Distributors, INC.Broker
May 2001 - December 2002 · 1 yr 7 mos
State Registrations25 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Benjamin Crowder - Financial Advisor | TrueAdvisor