Advisor at Advisors Preferred LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advisors Preferred LLC
Location
Rockville, MD 20850
Credentials
Series 63, Series 65, Series 66
Industry experience
30 years
Benjamin Warwick is a financial advisor at Tandem Financial, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. He is also CEO of Quantitative Equity Strategies, LLC, an investment-related firm he has led since 2002. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and employer-sponsored retirement plans. The firm employs a diverse investment approach using fundamental, technical, charting, and cyclical analysis across a broad range of asset types.
1445 Research Boulevard, #530
Rockville, MD 20850
Colorado · Maryland · Texas
Tandem Financial, LLC
2025 - Present (1 year)
Advisors Preferred LLC
2024 - Present (2 years)
Aveo Capital Partners
2020 - Present (6 years)
Fort Point Capital Partners LLC
2017 - 2020 (3 years)
Family Wealth Management, LLC
2016 - 2024 (8 years)
QES Private Equity, LLC
2007 - 2024 (17 years)
Sovereign Private Equity Management, LLC
2007 - 2023 (16 years)
Quantitative Equity Strategies, LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Series 66
Gaithersburg, MD
Enroute Wealth Management, LLC
Series 65
Oak Hill, VA
Financial Solutions, LLC
CFA®
Germantown, MD
Parkview Capital LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")