Benjamin Steven Shively
Investment adviser representative at Threadline Wealth
16 yearsExperience
2 statesRegistered in
$5.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Threadline WealthAug 2011 to now
- Moss Adams Wealth Advisors LLCAug 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Threadline Wealth
Legal name: Moss Adams Wealth Advisors LLC
$5.8BAssets managed
1,246Clients
22Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5804341
- Firm CRD
- 108917