ChooseAFinancialAdvisor.com
Advisors / Washington / Puyallup
15yrs

Benjamin Baffa

Financial advisor at Merrill

Benjamin Baffa is a fiduciary financial advisor in Puyallup, Washington, with 15 years in the industry. After a year at Edward Jones, Benjamin joined Merrill in 2014, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 71 advisors with offices in Puyallup, and one of 65 fiduciaries.

Puyallup, WA 98371Fiduciary advisor
Call MerrillDirections

At a glance

Experience15 years (since 2012)
How that compares ?More experience than 54% of advisors in Puyallup
Office205 W Meeker, Puyallup, WA 98371
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

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.

Series 66Uniform Combined State Law Examination

Career

  1. 2014 – now
    MerrillCurrent firm
  2. Mar 2012 – Apr 2013
    Edward JonesPreviously

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  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

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About Benjamin

How do I contact Benjamin?

Call Merrill at (800) 637-7455 and ask for Benjamin Baffa. Benjamin works from the Puyallup, WA office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2012, about 15 years. More experience than 54% of advisors in Puyallup.

What licenses does Benjamin hold?

Series 66. Tap any license on this page to see what it allows.

Is Benjamin a fiduciary?

Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Benjamin paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin for your total yearly cost in dollars.

Official record as of October 3, 2026.

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

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