Unclaimed Profile

Benjamin John Whisler

BULL CITY ADVISORS, LLC·DURHAM, North Carolina

Clean record9 years registeredBULL CITY ADVISORS, LLC

807 EAST MAIN STREET, DURHAM, NC 27701CRD# 6732526Firm CRD# 162049

Profile Verification

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

Identity

Benjamin John Whisler · DURHAM, NC

Registration

CRD #6732526 · BULL CITY ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BULL CITY ADVISORS, LLC

TRILLIUM SQUARE ADVISORS LLC

Oct 2019 – Nov 2019

Durham, NC

BULL CITY ADVISORS, LLC

Dec 2016 – Nov 2018

DURHAM, NC

Registrations & Exams

Registration record

First registered · December 14, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULL CITY ADVISORS, LLC

CRD 162049 · SEC 801-74563

AUM

$119M

Regulatory assets under management

Employees

54 client accounts

Services offered by BULL CITY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULL CITY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin John Whisler offer?

Benjamin John Whisler specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Benjamin John Whisler's credentials?

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

Where is Benjamin John Whisler located?

Benjamin John Whisler is based in DURHAM, North Carolina, last registered with BULL CITY ADVISORS, LLC.

How does Benjamin John Whisler charge for services?

Benjamin John Whisler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BULL CITY ADVISORS, LLC?

BULL CITY ADVISORS, LLC has approximately 3 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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