Steven
Benjamin
Addison Capital
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About this Advisor
Steven Benjamin is a chartered financial analyst based out of Conshohocken, Pennsylvania with a total of 1 year of industry experience. Benjamin is currently employed by Addison Capital. During their career, the advisor has held roles at Kildare Capital, Inc, Revl Capital Group, Nest Investments LLC and Nest Investments Bd LLC. Benjamin has a Series 63 license, qualifying them as a securities agent, and is registered to operate in New Jersey and Pennsylvania. Addison Capital is a financial advisory company based out of Conshohocken, PA. It has $651 million in assets among its 485 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 485 client accounts, 40% belong to high-net-worth investors who have more than $1 million in assets available to invest. Addison Capital offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the financial services. However, fee types charged by Addison Capital can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Addison Capital Brokerage Details
$650,583,870
4
485
$1,341,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Benjamin Work History
Steven has been registered as a financial advisor for 1 years.*
Nest Investments LLC
Nest Investments Bd LLC
Revl Capital Group
Kildare Capital, Inc
*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 Steven Benjamin 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 Addison Capital
Philadelphia, PA
Conshohocken, PA
Conshohocken, PA
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