Benjamin Carl Arter
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Dunkin DonutsJan 2024 to Apr 2024
- University of Rhode Island Interfraternity CouncilSep 2023 to May 2024
- Unemployed/studentSep 2023 to Jan 2024
- Lincoln FinancialJun 2023 to Sep 2023
- Point Judith Country ClubSep 2022 to Nov 2022
- Segregansett Country ClubMay 2022 to Sep 2023
- Door DashSep 2021 to Sep 2022
- University of Rhode IslandSep 2020 to May 2024
- Dunkin DonutsMay 2020 to Sep 2021
- Papa Gino'sJun 2018 to May 2020
- UnemployedJan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7746862
- Firm CRD
- 23131