Financial First Advisors
46yrs
Top advisor by experience in Columbia
4yrs
Benjamin Claffee
Financial advisor at Equitable Advisors
Based in Columbia, Maryland, Benjamin Claffee is a fiduciary financial advisor with 4 years of industry experience. Benjamin has been with Equitable Advisors since 2023. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office6200 Old Dobbin Lane Suite 100, Columbia, MD 21045
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowEquitable Advisors, LLCCurrent firm
Contact Benjamin
Local office(410) 309-3600Ask for Benjamin. (212) 314-4600Main office · New York, NY 6200 Old Dobbin Lane Suite 100Columbia, MD 21045Office · Get directions LinkedIn pageEquitable Advisors
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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 Benjamin’s local office at (410) 309-3600 or the Equitable Advisors main office at (212) 314-4600, and ask for Benjamin Claffee.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2023, about 4 years. 4 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?
Equitable Advisors 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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