Unclaimed Profile

Benjamin Alan Tobias

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida

Clean recordTOBIAS 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Benjamin Alan Tobias is a registered financial advisor based in PLANTATION, Florida, affiliated with TOBIAS FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TOBIAS FINANCIAL ADVISORS, INC.

TOBIAS FINANCIAL ADVISORS

AUM

$756M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1731394

Firm CRD# 104711

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Frequently Asked Questions

What services does Benjamin Alan Tobias offer?

Benjamin Alan Tobias specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.

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, working with TOBIAS FINANCIAL ADVISORS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

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.

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