Benjamin Anthony Wasson
Investment adviser representative at Unique Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$965.6MFirm assets
Are you Benjamin Anthony Wasson? Claim your profile
Contact this firm
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
Experience
12 years in the industry.
- Unique Wealth, LLCNov 2024 to now
- Global Retirement Partners LLCJul 2019 to Oct 2024
- LPL FinancialMay 2018 to Oct 2024
- Gregory Advisors, Inc.Jan 2018 to May 2018
- Hb Retirement - LPL FinancialMay 2016 to May 2019
- University of TampaAug 2015 to May 2019
- Chartiers Country ClubMay 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Unique Wealth, LLC
$965.6MAssets managed
846Clients
14Advisers
5 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
- 6628422
- Firm CRD
- 312462