Benjamin Sansaver

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2025-05-28
CA	RA	APPROVED	2023-08-17
TX	RA	APPROVED	2023-08-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	02/2023	Present
Prosperity Home Mortgage	Scottsdale	AZ	11/2022	12/2022
Jfq Lending Inc	Scottsdale	AZ	02/2021	11/2022
Classpass	Missoula	MT	09/2019	07/2020
Mustard Seed	Missoula	MT	02/2016	09/2019
Unemployed	Missoula	MT	07/2020	02/2021
Bank Of America, N.A.	Chandler	AZ	04/2023	Present

02/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
11/2022 → 12/2022

Prosperity Home Mortgage

Scottsdale, AZ
02/2021 → 11/2022

Jfq Lending Inc

Scottsdale, AZ
09/2019 → 07/2020

Classpass

Missoula, MT
02/2016 → 09/2019

Mustard Seed

Missoula, MT
07/2020 → 02/2021

Unemployed

Missoula, MT
04/2023 → Present

Bank Of America, N.A.

Chandler, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-16

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