Benjamin Robert Grossheim
Investment adviser representative at Family Wealth Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$396.2MFirm assets
22 yearsFirm in business
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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
Experience
13 years in the industry.
- Family Wealth Advisory Group, LLCSep 2022 to now
- Fidelity InvestmentsJun 2021 to Aug 2022
- H&r BlockJan 2021 to Apr 2021
- Fridge & PantryAug 2019 to Mar 2020
- Cleardefense Pest ControlMay 2019 to Aug 2019
- Miami UniversityAug 2017 to May 2021
- Family Wealth Advisory GroupJun 2017 to Jan 2021
- Sycamore High SchoolJun 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Family Wealth Advisory Group, LLC
$396.2MAssets managed
219Clients
3Advisers
22 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
- 7394253
- Firm CRD
- 130595