Anthony
Benvin

Cambridge Investment Research Advisors, Inc

CRD#1940078
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Anthony Benvin is a certified financial planner in Pittsburgh, Pennsylvania. Currently an investment advisor at Cambridge Investment Research Advisors, Inc, Benvin has 19 years of work experience. Benvin holds a Series 63 license, designating them as a securities agent. Benvin is registered to act as a financial advisor in Pennsylvania. During their career, Benvin has held roles at Mutual Service Co, Financial Foresight Group, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of 1,728 other locations in the nation. Overall, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets throughout 225,374 accounts and employs more than 2,672 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

6507 Wilkins Ave Ste 111
Pittsburgh, PA 15212

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

PA Average: $9,259,360,772
Total Number of Employees

2,857

PA Average: 166
Total Number of Accounts

276,236

PA Average: 7,189
Average Account Size

$160,469

PA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Anthony Benvin Work History

Anthony has 19 years of experience.

2009 - Present (10 years)

Cambridge Investment Research, Inc

2009 - Present (10 years)

Cambridge Investment Research Advisors, Inc

2005 - Present (14 years)

Financial Foresight Group, Inc

1999 - 2009 (10 years)

Mutual Service Co

Disclosures

Anthony Benvin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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