Benjamin Wasson has been an investment adviser representative at Unique Wealth since November 2024, and is not listed among the firm’s executive officers or direct owners. Benjamin Wasson holds an Executive Certificate in Financial Planning from Duquesne University. Benjamin Wasson studied Degrees in Finance and Accounting at the University of Tampa.
Unique Wealth, LLC is a Tampa, FL firm with $966M under management, 846 clients and 12 advisers across 2 offices, as of its August 2026 filing.
Benjamin Wasson is Private Wealth Advisor at Unique Wealth. Before joining the firm, he spent more than eight years in Pittsburgh, Pennsylvania, helping businesses and nonprofit organizations with the responsibilities of sponsoring retirement plans. He also worked with employees on financial wellness strategies intended to improve retirement readiness.
Benjamin Wasson’s longest registration was 5 years at Global Retirement Partners LLC (2019–2025). Before joining Unique Wealth in 2024, Benjamin Wasson was registered through Global Retirement Partners LLC.
- Global Retirement Partners LLC– · 5 yearsPittsburgh, PA · Adviser representative · Firm CRD 172011
Professional designations
Listed by Unique Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Benjamin Wasson is registered as an investment adviser representative in Florida, since November 2024.
- FloridaSince 25 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 November 2019 |
| Series 7TO | General Securities Representative Examination | 6 September 2019 |
| SIE | Securities Industry Essentials Examination | 21 June 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Benjamin Anthony Wasson
- CRD
- 6628422
- Firm
- Unique Wealth · CRD 312462
- Office
- 4830 W KENNEDY BLVD, STE 100, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- uniquewealth.com
Where does Benjamin Wasson work?
Benjamin Wasson is an investment adviser representative registered through Unique Wealth, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Benjamin Wasson a financial advisor?
Yes. Benjamin Wasson has a current investment-adviser registration in Florida, through Unique Wealth since November 2024.
How many years of experience does Benjamin Wasson have?
Benjamin Wasson has 7 years in the financial industry, since September 2019, across 2 adviser firms.
What exams has Benjamin Wasson passed?
Benjamin Wasson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2019.
Where is Benjamin Wasson based?
Benjamin Wasson’s registered office is in Tampa, FL.
Is Benjamin Wasson registered with FINRA?
No. Benjamin Wasson has no current broker registration.
Is Benjamin Wasson a CFP?
Unique Wealth lists Benjamin Wasson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Benjamin Wasson, CFP®, MBA biography, uniquewealth.com
How can I verify Benjamin Wasson’s record?
Search CRD 6628422 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Wasson’s full registration record.