Unclaimed Profile

Benjamin George Goldman

RINET COMPANY, LLC·BOSTON, Massachusetts

Series 7, Series 65, Series 66Clean record19 years registeredRINET COMPANY, LLC

101 FEDERAL STREET, BOSTON, MA 02110CRD# 4583654Firm CRD# 106979

Profile Verification

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

Identity

Benjamin George Goldman · BOSTON, MA

Registration

CRD #4583654 · RINET COMPANY, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jan 2022 – present

RINET COMPANY, LLC

Oct 2006 – Mar 2022

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · October 10, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RINET COMPANY, LLC

CRD 106979 · SEC 801-17437

AUM

$2.0B

Regulatory assets under management

Employees

1,369 client accounts

Services offered by RINET COMPANY, 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 RINET COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin George Goldman offer?

Benjamin George Goldman specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Benjamin George Goldman's credentials?

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

Where is Benjamin George Goldman located?

Benjamin George Goldman is based in BOSTON, Massachusetts, working with RINET COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Benjamin George Goldman charge for services?

Benjamin George Goldman'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 RINET COMPANY, LLC?

RINET COMPANY, LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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