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Benjamin Albert Stark

Investment adviser representative at Vision Retirement
11 yearsExperience
3 statesRegistered in
$633.7MFirm assets
4 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Vision Retirement, LLCAug 2021 to now
  2. LPL Financial LLCAug 2021 to now
  3. Park Avenue Securities LLCFeb 2016 to Jul 2021
  4. Guardian Life Insurance CoDec 2015 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, TX).

Vision Retirement

Legal name: Vision Retirement, LLC

$633.7MAssets managed
1,119Clients
7Advisers
4 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
6586454
Firm CRD
173064
Advisor's SEC record (opens in a new tab)
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