Benjamin Graham Stille

Employer firm

Fiscal Wisdom Wealth Management LLC CRD 168299

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• SOLICITOR TO OTHER IA'S

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 04/2018
  Cjs Financial Advisers
  Boca Raton, FL
• 04/2018 → 04/2022
  Mccloskey And Associates Pa
  Melbourne, FL
• 04/2022 → 09/2024
  Portsmouth-Smartlife Financial Group
  Atlanta, GA
• 09/2024 → Present
  Fiscal Wisdom Wealth Management, Llc
  Canton, CT

Previous Registrations

• 2018-04-03 → 2022-04-05
  Mccloskey & Associates, P.A.
  Delray Beach, FL
  Delray Beach, FL
  Melbourne, FL
• 2014-11-04 → 2018-03-16
  Cjs Financial Advisers / Cjsf Advisers
  Nashua, NH
  Boca Raton, FL
• 2014-01-31 → 2014-10-23
  Fiscal Wisdom Wealth Management Llc
  Canton, CT
  Boca Raton, FL
• 2008-01-30 → 2013-12-31
  Cambridge Investment Research Advisors, Inc.
  Boynton Beach, FL
• 2006-08-28 → 2007-12-31
  Mml Investors Services, Llc
  Ft Lauderdale, FL

Other Businesses

BGS Financial Services, LLC. Investment Related. 16837 Bridge Crossing Cir., Delray Beach, FL 33446. Insurance Agency. Independent Insurance Agent. Start date 02/2008. 20 hours per month. 2 hours per day during securities trading hours. Offering insurance products from various independent insurance companies.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-10