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Richard W Stout

BENCHMARK WEALTH MANAGEMENT, LLC·OLD LYME, Connecticut
SIE, Series 7, Series 66CFPClean record21 years registeredBENCHMARK WEALTH MANAGEMENT, LLC
83 HALLS ROAD, OLD LYME, CT 06371CRD# 4128864Firm CRD# 160192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard W Stout · OLD LYME, CT
Registration
CRD #4128864 · BENCHMARK WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BENCHMARK WEALTH MANAGEMENT, LLC
MERCER GLOBAL ADVISORS INC.
Sep 2024 – Apr 2026
Old Lyme, CT
BENCHMARK WEALTH MANAGEMENT, LLC
Nov 2016 – Sep 2025
OLD LYME, CT
GREENWICH WEALTH MANAGEMENT, LLC
Feb 2016 – Jan 2017
Greenwich, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Aug 2007 – Feb 2016
OLD LYME, CT
RBC DAIN RAUSCHER INC.
Mar 2005 – Sep 2007
HARTFORD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 11, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BENCHMARK WEALTH MANAGEMENT, LLC
CRD 160192 · SEC 801-108489
AUM
$362M
Regulatory assets under management
Employees
4
770 client accounts
Services offered by BENCHMARK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BENCHMARK WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Richard W Stout offer?
Richard W Stout specializes in Financial Planning, Investment Management.
What are Richard W Stout's credentials?
Richard W Stout holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Richard W Stout located?
Richard W Stout is based in OLD LYME, Connecticut, last registered with BENCHMARK WEALTH MANAGEMENT, LLC.
How does Richard W Stout charge for services?
Richard W Stout's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCHMARK WEALTH MANAGEMENT, LLC?
BENCHMARK WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENCHMARK WEALTH MANAGEMENT, LLC

Thomas Joseph Britt
OLD LYME, CT
CFP

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