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Benjamin Gardner

Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

13 years in the industry.

  1. Charles Schwab & Co., Inc.Dec 2025 to now
  2. Charles SchwabJun 2023 to now
  3. Talbot Swim ClubMay 2022 to now
  4. Tcy SwimmingAug 2021 to now
  5. Choptank TransportJun 2021 to May 2023
  6. Consolidated Electrical DistributorsJan 2021 to May 2021
  7. Bright Title and LawFeb 2020 to Aug 2020
  8. Rise Up Coffee RoastersMay 2019 to Jan 2021
  9. Miles River Yacht ClubMay 2019 to Aug 2019
  10. Oxford Boat Yard & MarinaMay 2018 to Aug 2018
  11. Full Time EducationAug 2017 to May 2021
  12. Ymca of the ChesapeakeJun 2015 to Aug 2018
  13. Full Time EducationAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MD).

Charles Schwab & Co., Inc.

$0Assets managed
0Clients
6,777Advisers
39 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
7778990
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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