Michelle
Benicta
Syon Capital LLC
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About this Advisor
Michelle Benicta is a financial advisor operating out of San Francisco, California with 1 year of relevant experience. Benicta is currently employed by Syon Capital LLC. During their career, Benicta has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, James B. Castle High School, Pohai Nani, Aiea Copy Center, Global Village, Haleiwa Joes, Merrill Lynch, Pierce, Fenner & Smith Inc, Trader Joes and Syon Capital LLC. Benicta holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Syon Capital LLC is a registered investment business based in San Francisco, CA. It administers $1 billion in total assets across its 440 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 440 client accounts, 100% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely depend on which services the firm provides the client. Fee types billed by Syon Capital LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Syon Capital LLC Brokerage Details
$1,417,014,149
9
440
$3,220,487
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michelle Benicta Work History
Michelle has been registered as a financial advisor for 1 years.*
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
Pohai Nani
James B. Castle High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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