Benjamin Gardner Dawson
Financial advisor at Woodstock
At a glance
Services through Woodstock
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.
Career
- 2021 – nowWoodstock CorporationCurrent firm
- 1998 – 2020Alpha Windward LLCPreviously
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.