Benjamin Albert Stark

Employer firm

Vision Retirement CRD 173064

$634M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• HOURLY CONSULTING AND SUBSCRIPTION SERVICES

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

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

Current Employers

Employment History

• 12/2015 → 08/2021
  Guardian Life Insurance Co
  Tarrytown, NY
• 02/2016 → 07/2021
  Park Avenue Securities Llc
  Tarrytown, NY
• 08/2021 → Present
  Vision Retirement, Llc
  Ridgewood, NJ
• 08/2021 → Present
  Lpl Financial Llc
  Ridgewood, NJ

Previous Registrations

• 2017-01-05 → 2021-08-17
  Park Avenue Securities Llc
  Tarrytown, NY

Other Businesses

1. 8/13/2021 - Ridgewood Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/13/2021 - Ridgewood Financial Advisers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Producer - 24 Hours Per Month During Securities Trading - Time Spent 20%. 3. 8/18/2021 - Vision Retirement, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 08/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/18/2021 - Vision Retirement, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 08/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-10