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Benjamin James Joseph Soppitt

UNIFIMONEY RIA QOZB, LLC·SOMERVILLE, Massachusetts
Clean recordUNIFIMONEY RIA QOZB, LLC
61 MEDFORD ST, SOMERVILLE, MA 02143CRD# 7253769Firm CRD# 328842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin James Joseph Soppitt · SOMERVILLE, MA
Registration
CRD #7253769 · UNIFIMONEY RIA QOZB, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin James Joseph Soppitt is a registered financial advisor based in SOMERVILLE, Massachusetts, affiliated with UNIFIMONEY RIA QOZB, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
UNIFIMONEY RIA QOZB, LLC
UNIFIMONEY RIA
AUM
$50K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at UNIFIMONEY RIA QOZB, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: MONTHLY SAAS FEES; $1 PER USER, FROM THEIR FINANCIAL INSTITUTION
Regulatory
SEC/IARD CRD# 7253769
Firm CRD# 328842
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin James Joseph Soppitt offer?
Benjamin James Joseph Soppitt specializes in Investment Management. Contact their office in SOMERVILLE, Massachusetts for a consultation.
What are Benjamin James Joseph Soppitt's credentials?
Benjamin James Joseph Soppitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin James Joseph Soppitt located?
Benjamin James Joseph Soppitt is based in SOMERVILLE, Massachusetts, working with UNIFIMONEY RIA QOZB, LLC. Their office serves clients in the SOMERVILLE metropolitan area and surrounding communities.
How does Benjamin James Joseph Soppitt charge for services?
Benjamin James Joseph Soppitt's firm is compensated through percentage of aum, other: monthly saas fees; $1 per user, from their financial institution. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIFIMONEY RIA QOZB, LLC?
UNIFIMONEY RIA QOZB, LLC has approximately 5 employees and manages $50K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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