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Benjamin Harrington Crowe

MARIETTA WEALTH MANAGEMENT, LLC·MARIETTA, Georgia
SIE, Series 6, Series 63CFPCFAClean record23 years registeredMARIETTA WEALTH MANAGEMENT, LLC
472 N. SESSIONS STREET, MARIETTA, GA 30060CRD# 4641679Firm CRD# 281782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Harrington Crowe · MARIETTA, GA
Registration
CRD #4641679 · MARIETTA WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

Feb 2012Nov 2015
KENNESAW, GA
CROWE ADVISORY SERVICES, INC.
Mar 2007Dec 2010
KENNESAW, GA
BARON FINANCIAL SERVICES INC
Mar 2003Dec 2007
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · March 5, 2003
Years registered · 23
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARIETTA WEALTH MANAGEMENT, LLC
CRD 281782 · SEC 801-106784
AUM
$1.1B
Regulatory assets under management
Employees
11
1,298 client accounts
Services offered by MARIETTA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Benjamin Harrington Crowe offer?
Benjamin Harrington Crowe specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Benjamin Harrington Crowe's credentials?
Benjamin Harrington Crowe holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Benjamin Harrington Crowe located?
Benjamin Harrington Crowe is based in MARIETTA, Georgia, working with MARIETTA WEALTH MANAGEMENT, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Benjamin Harrington Crowe charge for services?
Benjamin Harrington Crowe'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 MARIETTA WEALTH MANAGEMENT, LLC?
MARIETTA WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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