Benjamin Albert Feiner

Employer firm

Morling Financial Advisors, LLC CRD 111819

$1.05B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2021 → 08/2023
  Summitry, Llc
  Foster City, CA
• 10/2019 → 04/2021
  First Republic Pwm
  San Francisco, CA
• 07/2019 → 09/2019
  Unemployed
  San Francisco, CA
• 09/2015 → 06/2019
  University Of California, Santa Cruz
  Santa Cruz, CA
• 08/2023 → Present
  Morling Financial Advisors, Llc
  Fremont, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-15