Unclaimed Profile

Benjamin Samuel-Wayne Rogers

MADDIX HOLDINGS, LLC·LEHI, Utah

SIE, Series 7, Series 66CFPClean record9 years registeredMADDIX HOLDINGS, LLC

1355 W INNOVATION WAY, LEHI, UT 84043CRD# 6786242Firm CRD# 324001

Profile Verification

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

Identity

Benjamin Samuel-Wayne Rogers · LEHI, UT

Registration

CRD #6786242 · MADDIX HOLDINGS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

PETERSON ROGERS PRIVATE WEALTH, LLC

Feb 2024 – present

MADDIX HOLDINGS

Feb 2023 – Dec 2023

LEHI, UT

AXXCESS WEALTH MANAGEMENT, LLC

Sep 2022 – May 2023

LEHI, UT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2017 – Sep 2022

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 14, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERSON ROGERS PRIVATE WEALTH, LLC

CRD 324001 · SEC 801-127132

AUM

$160M

Regulatory assets under management

Employees

88 client accounts

Services offered by PETERSON ROGERS PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PETERSON ROGERS PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Samuel-Wayne Rogers offer?

Benjamin Samuel-Wayne Rogers specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEHI, Utah for a consultation.

What are Benjamin Samuel-Wayne Rogers's credentials?

Benjamin Samuel-Wayne Rogers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Benjamin Samuel-Wayne Rogers located?

Benjamin Samuel-Wayne Rogers is based in LEHI, Utah, working with MADDIX HOLDINGS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Benjamin Samuel-Wayne Rogers charge for services?

Benjamin Samuel-Wayne Rogers'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 MADDIX HOLDINGS, LLC?

MADDIX HOLDINGS, LLC has approximately 4 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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