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Benjamin Tesson

Facet

Ft. Collins, CO

West Palm Beach, FL

CRD 7644100

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Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-10-06
TX RA APPROVED 2022-10-06
  • CO RA
    APPROVED
    Since 2022-10-06
  • TX RA
    APPROVED
    Since 2022-10-06

Branch Locations

Ft. Collins, CO • United States

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Missouri, Columbia Columbia MO 08/2015 05/2017
Plancorp, Llc St. Louis MO 06/2017 04/2021
Facet Wealth Baltimore MD 05/2021 09/2022
Facet Wealth Baltimore MD 10/2022 Present
  • 08/2015 → 05/2017
    University Of Missouri, Columbia
    Columbia, MO
  • 06/2017 → 04/2021
    Plancorp, Llc
    St. Louis, MO
  • 05/2021 → 09/2022
    Facet Wealth
    Baltimore, MD
  • 10/2022 → Present
    Facet Wealth
    Baltimore, MD
Designations
  • Certified Financial Planner
Other Names
  • Ben Tesson

View on SEC IAPD

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