Benjamin Paul Massa
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
Are you Benjamin Paul Massa? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
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.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc.Apr 2021 to now
- Luna FreightOct 2020 to Mar 2021
- UnemployedAug 2020 to Oct 2020
- Il VicinoMar 2020 to Jul 2020
- UnemployedJan 2020 to Mar 2020
- Thrivent Investment Management IncNov 2019 to Dec 2019
- UnemployedMay 2019 to Oct 2019
- United States Hang Gliding and Paragliding AssociationJan 2019 to May 2019
- Ii VicinoMay 2018 to Nov 2018
- Il VicinoJan 2016 to Jan 2018
- University of Colorado At Colorado SpringsAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
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
- 7174682
- Firm CRD
- 159035