Unclaimed Profile

Benjamin Cory Treece

TREECE INVESTMENT ADVISORY CORP·TOLEDO, Ohio

SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean record15 years registeredTREECE INVESTMENT ADVISORY CORP

6800 W. CENTRAL AVENUE, TOLEDO, OH 43617CRD# 5687784Firm CRD# 110449

Profile Verification

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

Identity

Benjamin Cory Treece · TOLEDO, OH

Registration

CRD #5687784 · TREECE INVESTMENT ADVISORY CORP · 15 years registered

Brand Profile

Not yet started

Career History

UNITY FINANCIAL PLANNING GROUP LLC

Nov 2025 – present

SB ADVISORY, LLC

Apr 2021 – Dec 2025

Indianapolis, IN

TREECE INVESTMENT ADVISORY CORP

Sep 2010 – May 2021

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 99TO

Registration record

First registered · September 3, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREECE INVESTMENT ADVISORY CORP

CRD 110449 · SEC 801-66712

AUM

$45M

Regulatory assets under management

Employees

558 client accounts

Services offered by TREECE INVESTMENT ADVISORY CORP

Per Form ADV

Portfolio management (individuals)

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TREECE INVESTMENT ADVISORY CORP →

Introduction

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Frequently Asked Questions

What services does Benjamin Cory Treece offer?

Benjamin Cory Treece specializes in Investment Management, Fee-Only Advisory. Contact their office in TOLEDO, Ohio for a consultation.

What are Benjamin Cory Treece's credentials?

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

Where is Benjamin Cory Treece located?

Benjamin Cory Treece is based in TOLEDO, Ohio, working with TREECE INVESTMENT ADVISORY CORP. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.

How does Benjamin Cory Treece charge for services?

Benjamin Cory Treece'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 TREECE INVESTMENT ADVISORY CORP?

TREECE INVESTMENT ADVISORY CORP has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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