Unclaimed Profile

Gary Benjamin Price

FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, Florida

Series 7, Series 65, Series 66Clean record22 years registeredFIFTH AVENUE FAMILY OFFICE LLC

3003 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 4698358Firm CRD# 122448

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Benjamin Price · NAPLES, FL

Registration

CRD #4698358 · FIFTH AVENUE FAMILY OFFICE LLC · 22 years registered

Brand Profile

Not yet started

Career History

FIFTH AVENUE FAMILY OFFICE

Jun 2021 – present

CAPITAL WEALTH ADVISORS

Nov 2006 – Dec 2010

NAPLES, FL

NFP SECURITIES, INC.

Oct 2005 – Sep 2006

NAPLES, FL

MCDONALD INVESTMENTS INC.

Jan 2004 – Jul 2005

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · January 16, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIFTH AVENUE FAMILY OFFICE LLC

CRD 122448 · SEC 801-61413

AUM

$633M

Regulatory assets under management

Employees

95 client accounts

Services offered by FIFTH AVENUE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIFTH AVENUE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Gary Benjamin Price offer?

Gary Benjamin Price specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.

What are Gary Benjamin Price's credentials?

Gary Benjamin Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Benjamin Price located?

Gary Benjamin Price is based in NAPLES, Florida, working with FIFTH AVENUE FAMILY OFFICE LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Gary Benjamin Price charge for services?

Gary Benjamin Price's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIFTH AVENUE FAMILY OFFICE LLC?

FIFTH AVENUE FAMILY OFFICE LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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