Benjamin David Scrivener
Investment adviser representative at Steigerwald, Gordon & Koch - Wealth Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you Benjamin David Scrivener? 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.
- Steigerwald, Gordon, & Koch - Wealth AdvisorsNov 2025 to now
- Burney Wealth ManagementApr 2019 to Sep 2025
- Strategic Wealth Management GroupAug 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Steigerwald, Gordon & Koch - Wealth Advisors
Legal name: Steigerwald, Gordon & Koch Inc.
$1.3BAssets managed
709Clients
9Advisers
28 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
- 7011450
- Firm CRD
- 111685