This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FAMILY WEALTH ADVISORY GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 14, 2021

First registration

Nov 3, 2021

Dual registered

no

Other names

BENJAMIN ROBERT GROSSHEIM|Ben Grossheim|BENJAMIN GROSSHEIM

IAPD individual key

7394253

• Occurred

  Aug 17, 2022
  Advisor changed firm

  Benjamin Robert Grossheim left Fidelity Personal And Workplace Advisors for Family Wealth Advisory Group, Llc (registered 2022-10-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:50fc074d-d947-53c0-3eec-953abc529135

First observed

Nov 3, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.