Benjamin
Fuchs

Foundations Investment Advisors LLC

CRD#6146479
Investment Advisor
in Middletown, CT

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About this Advisor

Benjamin Fuchs is a financial advisor based in Middletown, Connecticut, working with Foundations Investment Advisors LLC. Benjamin has previously held positions at Jn Financial, Financial Retirement Solutions D/B/A Johnson Brunetti, Silver Oak Securities, Jb Capital, LLC, Caitlin John, LLC, Fuchs Financial, Alphastar Capital Management, LLC, and Foundations Investment Advisors, LLC. Benjamin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut, Florida, Massachusetts, New Jersey, and Rhode Island. Currently, Benjamin is part of Foundations Investment Advisors LLC, which operates out of Middletown, Connecticut. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

134 Main Street Extension Suite A
Middletown, CT 06457

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$5,442,145,599

CT Average: $1,555,372,352
Total Number of Employees

240

CT Average: 37
Total Number of Accounts

42,079

CT Average: 1,370
Average Account Size

$129,332

CT Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Fuchs Work History

2022 - Present (2 years)

Foundations Investment Advisors, LLC

2020 - Present (4 years)

Alphastar Capital Mangement, LLC

2019 - Present (5 years)

Fuchs Financial

2019 - 2020 (1 year)

Caitlin John, LLC

2018 - 2018 (< 1 year)

Jn Financial

2014 - 2018 (4 years)

Jb Capital, LLC

2013 - 2017 (4 years)

Financial Retirement Solutions D/B/A Johnson Brunetti

2013 - 2017 (4 years)

Silver Oak Securities

Disclosures

Please visit the SEC profile of Benjamin Fuchs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundations Investment Advisors LLC

Scott Preble
Surprise, AZ
Ernest C'Debaca
Phoenix, AZ
Jacob Graff
Phoenix, AZ
Benjamin Dzialo
Bayville, NY
Darren Lundy
Phoenix, AZ
Collin Stauffer
Saint George, UT
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
West Springfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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