Benjamin Abitz
Benjamin Abitz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 7 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
Firm Size
IM Fee
Assets Under Management
Location
3824 N Elm St, Suite 101, Greensboro, NC, 27455
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a financial professional for TMRW Wealth, dedicating nearly full-time hours to this role. He also serves as a board member for Ashcroft Park Homeowners Association, teaches online courses for the UVA Certified Financial Planner Education Program, and provides consulting/accounting services for three medical-related businesses.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Piedmont Capital Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations17 states
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