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Benjamin Harrington Crowe

Marietta Wealth Management, LLC

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About Benjamin Harrington Crowe

Benjamin Crowe is a financial advisor with Marietta Wealth Management, LLC in MARIETTA, GA. He is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Chartered Financial Analyst designation, and has been in the industry since 2012. Benjamin Crowe is registered with the state of Georgia. Previously, Benjamin Crowe was registered with ALPS DISTRIBUTORS, INC. in KENNESAW, GA. Benjamin Crowe holds the Series 63, Series 6, and SIE securities licenses. Benjamin Crowe has a background in accounting and provides full service CPA services through Ben H. Crowe C.P.A., LLC.

Firm Information

Benjamin Crowe is currently registered with Marietta Wealth Management, LLC. Marietta Wealth Management, LLC is an investment advisory firm based in Marietta, GA. They provide financial planning, portfolio management for individuals, selection of other advisers, and pension consulting. Their firm manages over $1.14 billion in assets and has 1,298 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
Marietta Wealth Management, LLC

472 N. SESSIONS STREET

MARIETTA, GA 30060

$1.15B

Assets Under Management

4

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Crowe’s Registration & Firm History

GA

11/12/2015 - Present

Marietta Wealth Management, LLC (MARIETTA GA)

GA

01/24/2012 - 11/11/2015

ALPS DISTRIBUTORS, INC. (KENNESAW GA)

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Licenses & Designations

BC

Issued 01/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Harrington Crowe.
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