Benjamin Joseph Lacomis
Investment adviser representative at Slp Wealth
13 yearsExperience
2 statesRegistered in
$63.7MFirm assets
3 yearsFirm in business
Are you Benjamin Joseph Lacomis? 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
- Pension consulting
Experience
13 years in the industry.
- Slp WealthOct 2023 to now
- Student Loan PlannerAug 2022 to now
- Axias Wealth Advisors, LLCFeb 2022 to Sep 2023
- Hornor, Townsend, & Kent LLCFeb 2022 to Sep 2022
- MML Investors ServicesJul 2017 to Feb 2022
- MassmutualMay 2016 to Feb 2022
- University of PittsburghAug 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Slp Wealth
Legal name: Slp Wealth LLC
$63.7MAssets managed
1,657Clients
14Advisers
3 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
- 6820579
- Firm CRD
- 325631