Alexander
Ligeti

Benchmark Financial Wealth Advisors LLC

CRD#6786599
Investment Advisor
in Boca Raton, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexander Ligeti is a chartered financial analyst based in Boca Raton, Florida with a total of 1 year of industry experience. Ligeti is on the advisory team at Benchmark Financial Wealth Advisors LLC. During their career, Ligeti has held roles at Benchmark Financial Wealth Advisors LLC, Pnc Bank, High School North Broward Prep, Santa Clara University, Aegis Capital Ventures, University Of Pittsburgh, Morgan Stanley and Santa Clara. Ligeti is able to serve investors in Florida and Texas. Benchmark Financial Wealth Advisors LLC is a company based in Boca Raton, FL. The company has offices in two locations and a total of nine advisors. It administers $617 million in total assets between its 385 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 385 customer accounts, 27% belong to high-net-worth clients who have at least $1 million in investable assets. Benchmark Financial Wealth Advisors LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on which service is provided. Fee types billed by Benchmark Financial Wealth Advisors LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2351 Nw Boca Raton Blvd. Suite 100
Boca Raton, FL 33431

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Benchmark Financial Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$616,727,104

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

385

FL Average: 2,474
Average Account Size

$1,601,889

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexander Ligeti Work History

Alexander has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Benchmark Financial Wealth Advisors LLC

2022 - Present (2 years)

Benchmark Financial Wealth Advisors LLC

2019 - 2022 (3 years)

Pnc Bank

2018 - 2019 (1 year)

Pnc Bank

2017 - 2017 (< 1 year)

Morgan Stanley

2017 - 2017 (< 1 year)

University Of Pittsburgh

2016 - 2017 (1 year)

University Of Pittsburgh

2015 - 2015 (< 1 year)

Aegis Capital Ventures

2015 - 2016 (1 year)

Santa Clara

2013 - 2015 (2 years)

Santa Clara University

2012 - 2013 (1 year)

High School North Broward Prep

*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 Alexander Ligeti 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 Benchmark Financial Wealth Advisors LLC

Alexander Ligeti
Boca Raton, FL
Jillian Ozkara
Boca Raton, FL
Philip Piedt
Boca Raton, FL
Willard Schoch
Boca Raton, FL
Roger Kalina
Boca Raton, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started