Benjamin James Harvey

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2020 → 04/2022
  Charles Schwab (Independent Branch Services)
  Perrysburg, OH
• 05/2015 → 09/2016
  Lakewood Recreation Department
  Lakewood, OH
• 05/2018 → 10/2019
  Stanley Black And Decker
  Cleveland, OH
• 11/2019 → 04/2022
  Top Hat Valet / Kwik Park
  Toledo, OH
• 10/2016 → 04/2018
  Student
  Cleveland, OH
• 05/2024 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17

Other Names

• Benjamin Harvey
• Ben Harvey