Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
2yrs
Brian Benjamin
Financial advisor at Oppenheimer &
Based in Scottsdale, Arizona, Brian Benjamin is a fiduciary financial advisor with 2 years of industry experience. Brian has been with Oppenheimer & since 2025. Oppenheimer & offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3466 advisors with offices in Scottsdale, and one of 3169 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeScottsdale Kierland 1,14624 North Scottsdale Road Suite 190, Scottsdale, AZ 85254
FirmOppenheimer &
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer &
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- Jan 2025 – nowOppenheimer & Co. Inc.Current firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Brian
How do I contact Brian?
Call Oppenheimer & at 212-668-8000 and ask for Brian Benjamin. Brian works from the Scottsdale, AZ office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian 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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