Investment adviser representative · Personal Cfo Solutions LLC
Benjamin H. Ostrove
CRD 4992570 · Chester, NJ
At a glance
Benjamin H. Ostrove is an investment adviser representative with Personal Cfo Solutions LLC in Chester, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Benjamin’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- Personal Cfo Solutions LLCSince December 2017Chester, NJ · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- 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
- 1 firmLocked
- 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.