BZ
BZ

Benjamin Zeidman

3 Years of Experience
Franklin, TN
Broker

Benjamin Zeidman is a registered investment advisor at Cetera Investment Advisers LLC, based in Franklin, TN, with 3 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6700 Carothers Pkwy, Franklin, TN, 37067

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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 works as a wealth advisor at Regions Bank, providing customer service for deposit accounts, loans, and credit card products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Cetera Investment Services LLCBroker
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
TN
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 Zeidman - Financial Advisor | TrueAdvisor