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Benjamin Marshal Lavine

3D/L CAPITAL MANAGEMENT, LLC·HARTFORD, Connecticut
Unclaimed Profile
100 CONSTITUTION PLAZA, HARTFORD, CT 06103-1703CRD# 6598608Firm CRD# 283304
01

About

Benjamin Marshal Lavine is a registered financial advisor based in HARTFORD, Connecticut, affiliated with 3D/L CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
3D/L CAPITAL MANAGEMENT, LLC
3D/L CAPITAL MANAGEMENT, LLC
AUM
$574M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at 3D/L CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES
Regulatory
SEC/IARD CRD# 6598608
Firm CRD# 283304
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Marshal Lavine offer?
Benjamin Marshal Lavine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Benjamin Marshal Lavine's credentials?
Benjamin Marshal Lavine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Marshal Lavine located?
Benjamin Marshal Lavine is based in HARTFORD, Connecticut, working with 3D/L CAPITAL MANAGEMENT, LLC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Benjamin Marshal Lavine charge for services?
Benjamin Marshal Lavine's firm is compensated through percentage of aum, other: subadvisor and model provider/strategist fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3D/L CAPITAL MANAGEMENT, LLC?
3D/L CAPITAL MANAGEMENT, LLC has approximately 14 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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