Investment adviser representative · Pisces Financial Advisors, LLC
Benjamin E. Birken
CRD 5593293 · Chapel Hill, NC
At a glance
Benjamin E. Birken is an investment adviser representative with Pisces Financial Advisors, LLC in Chapel Hill, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Benjamin’s SEC record dates to 2008, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Pisces Financial Advisors, LLCSince April 2021Chapel Hill, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Benjamin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.