Benjamin Armando Lopez

Employer firm

Pecusavvy Financial CRD 339768

$9.13M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2015 → 03/2019
  Waddell & Reed, Inc.
  Corpus Christi, TX
• 04/2019 → 02/2026
  Morgan Stanley
  El Paso, TX
• 02/2026 → Present
  Pecusavvy Financial, Llc
  El Paso, TX

Previous Registrations

• 2019-04-18 → 2026-02-12
  Morgan Stanley
  Corpus Christi, TX
  El Paso, TX
• 2016-03-26 → 2019-04-01
  Waddell & Reed
  Corpus Christi, TX
  San Antonio, TX
  Edmond, OK

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) El Paso Estate Planning Council; Not investment-related; El Paso, TX 79913; Industry group; Board Member; Support member outreach committee to support chapter growth and recruitment; Less than 5% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-26

Designations

• Certified Financial Planner

Other Names

• Zamora Lopez
• Benjamin Armando Lopez
• Benjamin Lopez
• Ben Armando Lopez