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Michael Issac Daszkal

BENCHMARK FINANCIAL WEALTH ADVISORS LLC·BOCA RATON, Florida
Series 65, Series 66Clean record10 years registeredBENCHMARK FINANCIAL WEALTH ADVISORS LLC
2351 NW BOCA RATON BLVD., BOCA RATON, FL 33431CRD# 4487886Firm CRD# 287966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Issac Daszkal · BOCA RATON, FL
Registration
CRD #4487886 · BENCHMARK FINANCIAL WEALTH ADVISORS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Jan 2016Jul 2017
BOCA RATON, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Series 66
Registration record
First registered · January 12, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD 287966 · SEC 801-110764
AUM
$549M
Regulatory assets under management
Employees
10
1,004 client accounts
Services offered by BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Michael Issac Daszkal offer?
Michael Issac Daszkal specializes in Financial Planning, Investment Management.
What are Michael Issac Daszkal's credentials?
Michael Issac Daszkal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Issac Daszkal located?
Michael Issac Daszkal is based in BOCA RATON, Florida, last registered with BENCHMARK FINANCIAL WEALTH ADVISORS LLC.
How does Michael Issac Daszkal charge for services?
Michael Issac Daszkal's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project based fees- research fee for alternatives. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCHMARK FINANCIAL WEALTH ADVISORS LLC?
BENCHMARK FINANCIAL WEALTH ADVISORS LLC has approximately 10 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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