Broker Check
 Benjamin  Kadlec

Benjamin Kadlec

Managing Partner

Professional Focus

  • Business Exit Strategies and Succession Planning
  • Key Employee Retention
  • Tax Efficient Wealth Building
  • Retirement Income Strategies

Education

  • BA Economics, Trinity College, Hartford, CT
  • MBA, Zicklin School of Business, Baruch College, NY, NY

Experience

  • Partner, The Business Strategies Group, 2015
  • Joined Equitable Advisors, 2013
  • Institutional Investor and Securities Analyst, Wall Street, 1998

Professional Affiliations: NC Agribusiness Council

California Insurance License #: 0I27029

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.