Investment adviser representative · Savant Wealth Management
Benjamin H. Carroll
CRD 8163164 · Rockford, IL
At a glance
Benjamin H. Carroll is an investment adviser representative with Savant Wealth Management in Rockford, IL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firms
- Savant Wealth ManagementSince July 2026Rockford, IL · $56B in regulatory assets
- Richard Brothers, Financial AdvisorsSince March 2026South Portland, ME · $181M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- 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
- Locked
- 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.