BM

Benjamin Mcfaul

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
46 clients
Average Client Portfolio
$44.8M average
Assets Under Management
$2.1B
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Advisor Information

Office location

200 Crescent Court, Ste 1400, Dallas, TX, 75201

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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 Regional Director for Strive Asset Management, LLC, where he promotes their products to financial advisors. This activity takes nearly full-time.

Employment History
Current Registrations
Strive Asset Management
November 2023 - Present · 2 yrs 2 mos
Quasar Distributors, LLC
June 2023 - Present · 2 yrs 7 mos
Quasar Distributors, LLCBroker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
RBC Capital Markets, LLC
September 2021 - May 2023 · 1 yr 8 mos
RBC Capital Markets, LLC Broker
September 2021 - May 2023 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2020 - March 2021 · 9 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.