Fiscal Wisdom Wealth Management
47yrs
Top advisor by experience in Canton
9yrs
Benjamin Emory
Financial advisor at Osaic Wealth
Benjamin Emory has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Canton, Connecticut. Benjamin has been with Osaic Wealth since 2025; before that, Benjamin spent two years at Ameriprise Financial Services and a year at Fidelity Personal and Workplace Advisors. Benjamin holds the CFP® designation.
One of 18 advisors with offices in Canton, and one of 16 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeCanton, CT
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowOsaic Wealth, Inc.Current firm
- 2023 – 2025Ameriprise Financial Services, LLCPreviously
- Sep 2021 – Nov 2022Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2021Osaic Fa, Inc.Previously
- May 2017 – Feb 2019MerrillPreviously
Contact Benjamin
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Benjamin. Canton, CTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Benjamin
How do I contact Benjamin?
Call Osaic Wealth at (800) 821-5100 and ask for Benjamin Emory. Benjamin works from the Canton, CT office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.
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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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