Benjamin
Cauley
Carr Financial Group
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About this Advisor
Benjamin Cauley is a certified financial planner operating in Worcester, Massachusetts with 1 year of relevant experience. Cauley is on the advisory team at Carr Financial Group. During their career, the advisor has held roles at Fidelity Investments, The Hanover Insurance Group, Lpl Financial, LLC, Private Advisor Group, LLC and Carr Financial Group. Cauley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts and Texas. Carr Financial Group is a financial advisory business that has its headquarters in Worcester, MA. It controls $467 million in total assets between its 1,127 customer accounts, placing it among the bigger firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,127 customer accounts, 21% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually depend on the type of financial services. However, fee types billed by Carr Financial Group likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carr Financial Group Brokerage Details
$466,935,784
8
1,127
$414,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Benjamin Cauley Work History
Benjamin has been registered as a financial advisor for 1 years.*
Carr Financial Group
Private Advisor Group, LLC
The Hanover Insurance Group
Lpl Financial, LLC
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Cauley 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 Carr Financial Group
Worcester, MA
Worcester, MA
Worcester, MA
Worcester, MA
Worcester, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
