Benjamin Paul Greenman
Investment adviser representative at Core Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$702.1MFirm assets
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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
Experience
13 years in the industry.
- Core Wealth Advisors, Inc.Aug 2023 to now
- Florida Southern CollegeAug 2019 to May 2023
- All Saints AcademyAug 2017 to May 2019
- The PrincipiaAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Core Wealth Advisors, Inc.
$702.1MAssets managed
586Clients
11Advisers
11 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
- 7809109
- Firm CRD
- 174386