Unclaimed Profile

Benjamin L. Brigeman

INSTITUTIONAL SHAREHOLDER SERVICES INC.·ROCKVILLE, Maryland

SIE, Series 7, Series 24, Series 63, Series 65Clean record18 years registeredINSTITUTIONAL SHAREHOLDER SERVICES INC.

702 KING FARM BLVD., ROCKVILLE, MD 20850CRD# 1281379Firm CRD# 111940

Profile Verification

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

Identity

Benjamin L. Brigeman · ROCKVILLE, MD

Registration

CRD #1281379 · INSTITUTIONAL SHAREHOLDER SERVICES INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSTITUTIONAL SHAREHOLDER SERVICES INC.

ONE SEVEN

Jan 2020 – Dec 2020

BEACHWOOD, OH

STRATOS WEALTH PARTNERS, LTD

Aug 2014 – Mar 2016

BEACHWOOD, OH

CHARLES SCHWAB & CO., INC.

Nov 2007 – Aug 2012

LYNDHURST, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 12, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSTITUTIONAL SHAREHOLDER SERVICES INC.

CRD 111940 · SEC 801-55092

Employees

3,600

Total firm employees

Services offered by INSTITUTIONAL SHAREHOLDER SERVICES INC.

Per Form ADV

Publication of periodicals/newsletters

Market timing services

Educational seminars/workshops

Other

View all advisors at INSTITUTIONAL SHAREHOLDER SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Benjamin L. Brigeman offer?

Benjamin L. Brigeman specializes in Financial Education.

What are Benjamin L. Brigeman's credentials?

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

Where is Benjamin L. Brigeman located?

Benjamin L. Brigeman is based in ROCKVILLE, Maryland, last registered with INSTITUTIONAL SHAREHOLDER SERVICES INC..

How does Benjamin L. Brigeman charge for services?

Benjamin L. Brigeman's firm is compensated through fixed fees, subscription fees, other: per analysis for proxy analyses; per vote for proxy voting; esg. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSTITUTIONAL SHAREHOLDER SERVICES INC.?

INSTITUTIONAL SHAREHOLDER SERVICES INC. has approximately 3600 employees. The firm is registered with the SEC as an investment adviser.

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