Unclaimed Profile

Benjamin Alan Tobias

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida

Series 6, Series 7, Series 26, Series 63, Series 65Clean record37 years registeredTOBIAS FINANCIAL ADVISORS, INC.

1000 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 1731394Firm CRD# 104711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Alan Tobias · PLANTATION, FL

Registration

CRD #1731394 · TOBIAS FINANCIAL ADVISORS, INC. · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TOBIAS FINANCIAL ADVISORS, INC.

TOBIAS FINANCIAL ADVISORS

Mar 1989 – Jul 2020

PLANTATION, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · March 10, 1989

Years registered · 37

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOBIAS FINANCIAL ADVISORS, INC.

CRD 104711 · SEC 801-33972

AUM

$756M

Regulatory assets under management

Employees

1,815 client accounts

Services offered by TOBIAS FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →

Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANTATION?

Browse all registered financial advisors in PLANTATION, Florida or claim this profile if it's yours.

Browse PLANTATION Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Benjamin Alan Tobias offer?

Benjamin Alan Tobias specializes in Financial Planning, Investment Management.

What are Benjamin Alan Tobias's credentials?

Benjamin Alan Tobias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Alan Tobias located?

Benjamin Alan Tobias is based in PLANTATION, Florida, last registered with TOBIAS FINANCIAL ADVISORS, INC..

How does Benjamin Alan Tobias charge for services?

Benjamin Alan Tobias's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOBIAS FINANCIAL ADVISORS, INC.?

TOBIAS FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →