Benjamin Greenlee
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
4 statesRegistered in
$5.4BFirm assets
17 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
- Seminars and workshops
Experience
11 years in the industry.
- Integrity Alliance, LLC.Oct 2025 to now
- US Army ReservesApr 2015 to now
- Northwestern Mutual Wealth Management CompanyJan 2025 to Oct 2025
- Anthony StanleyNov 2024 to Oct 2025
- Northwestern Mutual Investment Services LLCNov 2024 to Oct 2025
- Tony StanleyOct 2024 to Nov 2024
- First Command Financial ServicesOct 2014 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (DE, NC, NJ, PA).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 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
- 6403071
- Firm CRD
- 139627