Benjamin Joseph Lasater
Also appears in the source record as: Benjamin Lasater
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Inactive
- Exams passed (3)
- SIESeries 7Series 66
- Registered states (1)
- Florida
- Years in the industry (source record)
- 10
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Firm CRD
- 7691
- SEC number
- 801-14235
- Assets under management
- $1.8T as of Jun 29, 2026
- Website
- www.merrilledge.com/GUIDED-INVESTING ↗
- Phone
- 800-637-7455
- Firm location
- New York, NY, 10036
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
-
J.P. Morgan Securities LLCPalm Beach, FL · IA capacityJan 23, 2023 → May 17, 2026
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J.P. Morgan Securities LLCPalm Beach, FL · BC capacityJan 23, 2023 → May 17, 2026
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Mercer Allied Company, L.P.Ft. Lauderdale, FL · BC capacityJul 1, 2020 → Jan 31, 2023
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Goldman Sachs & Co. LLCFort Lauderdale, FL · BC capacityJul 1, 2020 → Jan 31, 2023
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Goldman Sachs Personal Financial ManagementFort Lauderdale, FL · IA capacityJul 27, 2018 → Jan 31, 2023
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Cetera Advisor Networks LLCFort Lauderdale, FL · BC capacityJul 27, 2018 → Jun 30, 2020
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Cetera Advisor Networks LLCFort Lauderdale, FL · IA capacityJul 31, 2018 → Aug 30, 2018
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Mml Investors Services, LLCNorth Palm Beach, FL · IA capacityMar 25, 2017 → Jul 20, 2018
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Mml Investors Services, LLCNorth Palm Beach, FL · BC capacityMar 25, 2017 → Jul 20, 2018
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Msi Financial Services, Inc.North Palm Beach, FL · IA capacityJun 27, 2016 → Mar 25, 2017
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Msi Financial Services, Inc.North Palm Beach, FL · BC capacityFeb 19, 2016 → Mar 25, 2017
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.