Benjamin Robert Grossheim

Employer firm

Family Wealth Advisory Group, LLC CRD 130595

$396M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• MATTERS NOT INVOLVING SECURITIES

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

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

Current Employers

Employment History

• 06/2017 → 01/2021
  Family Wealth Advisory Group
  Cincinnati, OH
• 01/2021 → 04/2021
  H&R Block
  Blue Ash, OH
• 05/2019 → 08/2019
  Cleardefense Pest Control
  Cincinnati, OH
• 08/2019 → 03/2020
  Fridge & Pantry
  Oxford, OH
• 06/2021 → 08/2022
  Fidelity Investments
  Covington, KY
• 08/2017 → 05/2021
  Miami University
  Oxford, OH
• 06/2013 → 05/2017
  Sycamore High School
  Cincinnati, OH
• 09/2022 → Present
  Family Wealth Advisory Group, Llc
  Cincinnati, OH

Previous Registrations

• 2021-11-03 → 2022-08-17
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2021-10-14

Other Names

• Benjamin Robert Grossheim
• Ben Grossheim
• Benjamin Grossheim