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Advisors / Massachusetts / Boston
43yrs

Benjamin Gardner Dawson

Financial advisor at Woodstock

Boston, MA 02110Top advisor by experience at Woodstock
Call the officeDirections

At a glance

Experience43 years (since 1984)
How that compares ?Top advisor by experience at Woodstock
Office21 Custom House Street 5th Floor, Boston, MA 02110
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state

Services through Woodstock

Investment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2021 – now
    Woodstock CorporationCurrent firm
  2. 1998 – 2020
    Alpha Windward LLCPreviously

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Benjamin

How do I contact Benjamin?

Call Woodstock at 617-227-0600 and ask for Benjamin Gardner Dawson. Benjamin works from the Boston, MA office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 1984, about 43 years. Top advisor by experience at Woodstock.

What licenses does Benjamin hold?

Series 63. Tap any license on this page to see what it allows.

Is Benjamin a fiduciary?

Benjamin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Benjamin paid?

Woodstock reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Benjamin for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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