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Philip Nathanael Piedt

BENCHMARK FINANCIAL WEALTH ADVISORS LLC·BOCA RATON, Florida
SIE, Series 7, Series 66CFPClean record13 years registeredBENCHMARK FINANCIAL WEALTH ADVISORS LLC
2351 NW BOCA RATON BLVD., BOCA RATON, FL 33431CRD# 5532987Firm CRD# 287966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Nathanael Piedt · BOCA RATON, FL
Registration
CRD #5532987 · BENCHMARK FINANCIAL WEALTH ADVISORS LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

Dec 2024present
Jul 2017Dec 2024
BOCA RATON, FL
Sep 2012Jul 2017
HOLBROOK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 13, 2012
Years registered · 13
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 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 Philip Nathanael Piedt offer?
Philip Nathanael Piedt specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Philip Nathanael Piedt's credentials?
Philip Nathanael Piedt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Philip Nathanael Piedt located?
Philip Nathanael Piedt is based in BOCA RATON, Florida, working with BENCHMARK FINANCIAL WEALTH ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Philip Nathanael Piedt charge for services?
Philip Nathanael Piedt'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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