Benjamin Daniel Lake
Investment adviser representative at Composition Wealth, LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$9.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
14 years in the industry.
- Composition Wealth, LLCMar 2022 to now
- Altfest Personal Wealth ManagementNov 2018 to Mar 2022
- Lake Partners, IncSep 2012 to Nov 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Composition Wealth, LLC
$9.5BAssets managed
3,986Clients
79Advisers
14 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
- 6700576
- Firm CRD
- 143483