AdvisorOS Directory
Claim Profile
Unclaimed Profile
BS

Benjamin Forester Stein

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC·NEW YORK, New York
Clean recordSPRUCE HOUSE INVESTMENT MANAGEMENT LLC
6 EAST 43RD STREET, NEW YORK, NY 10017CRD# 5349385Firm CRD# 163427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Forester Stein · NEW YORK, NY
Registration
CRD #5349385 · SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Forester Stein is a registered financial advisor based in NEW YORK, New York, affiliated with SPRUCE HOUSE INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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 →

03

Firm Overview

Firm
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
AUM
$2.3B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SPRUCE HOUSE INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5349385
Firm CRD# 163427
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Benjamin Forester Stein offer?
Benjamin Forester Stein specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Benjamin Forester Stein's credentials?
Benjamin Forester Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Forester Stein located?
Benjamin Forester Stein is based in NEW YORK, New York, working with SPRUCE HOUSE INVESTMENT MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Benjamin Forester Stein charge for services?
Benjamin Forester Stein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRUCE HOUSE INVESTMENT MANAGEMENT LLC?
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC has approximately 9 employees and manages $2.3B 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 →

Other Advisors at SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Keith Robert Cozza
NEW YORK, NY
Zachary Samuel Sternberg
NEW YORK, NY

More Advisors in NEW YORK, New York

Alisa Annah Berger
LUMINARX CAPITAL MANAGEMENT LP·NEW YORK, NY
Christa Mueller Dorrego
ARNHOLD LLC·NEW YORK, NY
Tiffany Taylor Michel
RENAISSANCE TECHNOLOGIES LLC·NEW YORK, NY
Timothy Steven Johnson
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C.·NEW YORK, NY
Maria Moriera
IMC ASSET MANAGEMENT, INC·NEW YORK, NY
Rishi Harish Shah
BREVAN HOWARD US INVESTMENT MANAGEMENT LP·NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
ROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile