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Investment adviser representative · First Step Financial

Benjamin E. Doernberg

CRD 8161812 · Boston, MA

At a glance

Benjamin E. Doernberg is an investment adviser representative with First Step Financial in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records.

Current advisory firm

  • First Step FinancialSince November 2025Boston, MA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2025
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.