Michelle
Benicta
Syon Capital LLC
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About this Advisor
Michelle Benicta is a financial advisor based in San Francisco, California, working with Syon Capital LLC. Michelle has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Aiea Copy Center, Global Village, Haleiwa Joes, Merrill Lynch, Pierce, Fenner & Smith Inc, Trader Joes, and Syon Capital LLC. Michelle has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michelle is part of Syon Capital LLC, which operates out of San Francisco, California. The firm has 10 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Syon Capital LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Syon Capital LLC Brokerage Details
$2,534,443,012
10
736
$3,443,537
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michelle Benicta Work History
Syon Capital LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Trader Joes
Aiea Copy Center
Global Village
Haleiwa Joes
Disclosures
Please visit the SEC profile of Michelle Benicta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Syon Capital LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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