Benjamin
Goldman
Captrust
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About this Advisor
Benjamin Goldman is a financial advisor who works in Boston, Massachusetts who has 1 year of relevant experience. Goldman is an employee of Captrust. Over the course of their career, Goldman has held roles at Rinet Company, LLC and Capfinancial Partners, LLC. (Captrust). Goldman has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Captrust is a financial advisory firm headquartered in Raleigh, NC. It has offices in 69 locations and a total of 1,338 advisors. It handles $715 billion in total assets among its 76,254 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 136 charities and foundations. Of its 76,254 customer accounts, 33% are associated with high-net-worth investors who have greater than $1 million in assets. Captrust provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically depend on which service is provided. However, fees billed by Captrust most likely include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Benjamin Goldman Work History
Benjamin has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC. (Captrust)
Rinet Company, LLC
*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 Benjamin Goldman 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 Captrust
Raleigh, NC
Montgomery, AL
Chesterton, IN
Raleigh, NC
Clarkston, MI
Phoenix, AZ
Leesburg, VA
Wilmington, NC
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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