Best Investors Account Sign in
Inactive

Benjamin Paul Ramsey

Faith And Family Wealth Management

Marlborough, MA

CRD 6168299

Claim This Profile
Employer firm

Faith And Family Wealth Management CRD 341058

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Faith And Family Wealth Management

Marlborough, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-13
  • MA RA
    APPROVED
    Since 2026-07-13

Branch Locations

Marlborough, MA • 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
Balanced Rock Investment Advisors Roslindale MA 11/2015 11/2021
Crestwood Advisors Boston MA 05/2022 08/2025
Self Employed Marlborough MA 12/2021 04/2022
Self Employed Marlborough MA 09/2025 02/2026
Faith And Family Wealth Management Marlborough MA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-04-06
S65 Uniform Investment Adviser Law Examination 2012-01-26
  • S63 Uniform Securities Agent State Law Examination
    2013-04-06
  • S65 Uniform Investment Adviser Law Examination
    2012-01-26
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Ramsey

View on SEC IAPD

More in Marlborough, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor