Unclaimed Profile

Benjamin Hodgkins Matzell

VERACITY CAPITAL LLC·ATLANTA, Georgia

SIE, Series 7, Series 63, Series 65Clean record11 years registeredVERACITY CAPITAL LLC

2859 PACES FERRY ROAD, ATLANTA, GA 30339CRD# 5775081Firm CRD# 304272

Profile Verification

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

Identity

Benjamin Hodgkins Matzell · ATLANTA, GA

Registration

CRD #5775081 · VERACITY CAPITAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

VERACITY CAPITAL LLC

Jul 2019 – present

F3LOGIC, LLC

Sep 2018 – Dec 2019

BURNSVILLE, MN

NUVEEN ASSET MANAGEMENT, LLC

Jul 2018 – Sep 2018

CHICAGO, IL

LPL FINANCIAL LLC

Feb 2018 – May 2018

IRVINE, CA

THE AYCO COMPANY,L.P.

Dec 2014 – Jan 2018

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 19, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERACITY CAPITAL LLC

CRD 304272 · SEC 801-116934

AUM

$660M

Regulatory assets under management

Employees

1,677 client accounts

Services offered by VERACITY CAPITAL 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

View all advisors at VERACITY CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Hodgkins Matzell offer?

Benjamin Hodgkins Matzell specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Benjamin Hodgkins Matzell's credentials?

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

Where is Benjamin Hodgkins Matzell located?

Benjamin Hodgkins Matzell is based in ATLANTA, Georgia, working with VERACITY CAPITAL LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Benjamin Hodgkins Matzell charge for services?

Benjamin Hodgkins Matzell'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 VERACITY CAPITAL LLC?

VERACITY CAPITAL LLC has approximately 13 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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