Ben
Duronio

Invst, LLC

CRD#6030782
Investment Advisor
in Indianapolis, IN

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About this Advisor

Ben Duronio is a financial advisor working in Indianapolis, Indiana, who has 1 year of industry experience. Duronio is on the advisory team at Invst, LLC. Over the course of their career, Duronio has held roles at Guardian, Park Ave Securities, Guardian Life Insurance, Park Avenue Securities and Invst, LLC Dba Levine Financial Group. Duronio holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Invst, LLC is a registered investment business that has its headquarters in Indianapolis, IN. The investment advisory business has offices in 12 locations and a total of 59 employees. It oversees $961 million in assets between its 5,008 client accounts, placing it among the bigger firms in the country by assets under management. Of its 5,008 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. Invst, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on which service is provided. However, fee types billed by Invst, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3625 E 96Th St
Indianapolis, IN 46240

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Invst, LLC Brokerage Details

Total Assets Under Management

$961,070,072

IN Average: $1,347,246,178
Total Number of Employees

59

IN Average: 46
Total Number of Accounts

5,008

IN Average: 1,775
Average Account Size

$191,907

IN Average: $759,012

Investment Advisory Services

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

Ben Duronio Work History

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

2022 - Present (2 years)

Invst, LLC Dba Levine Financial Group

2020 - 2022 (2 years)

Guardian Life Insurance

2017 - 2022 (5 years)

Park Ave Securities

2016 - 2022 (6 years)

Park Avenue Securities

2012 - 2020 (8 years)

Guardian

*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 Ben Duronio 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 Invst, LLC

Geoffrey Thomas
Indianapolis, IN
Barbara Dugan
Indianapolis, IN
Lloyd Easters
Brownsburg, IN
Ben Duronio
Indianapolis, IN
Justin Brammer
Indianapolis, IN
Camryn Olson
Indianapolis, IN
Matthew Hasbrook
Indianapolis, IN
Ryan Bradley
Indianapolis, IN

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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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.

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