Ben Charles Wassom
Investment adviser representative at Cerity Partners LLC
13 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Ben Charles Wassom? 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 feePerformance-based
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
13 years in the industry.
- Cerity Partners LLCJun 2023 to now
- The Men's WarehouseAug 2022 to May 2023
- BellhopMay 2021 to Jul 2022
- Que BuenosJan 2020 to Jun 2021
- Goodwin's FarmSep 2019 to Feb 2020
- Hilligans Bar and GrillMay 2019 to Oct 2019
- StudentJan 2013 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7773057
- Firm CRD
- 151559