Unclaimed Profile

Edward Heath Benway

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC·PORTSMOUTH, New Hampshire

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 66Clean record20 years registeredMEASURED WEALTH PRIVATE CLIENT GROUP, LLC

303 ISLINGTON STREET, PORTSMOUTH, NH 03801CRD# 2224897Firm CRD# 170442

Profile Verification

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

Identity

Edward Heath Benway · PORTSMOUTH, NH

Registration

CRD #2224897 · MEASURED WEALTH PRIVATE CLIENT GROUP, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Apr 2014 – present

IFS ADVISORY, LLC

Dec 2016 – Feb 2017

portsmouth, NH

THE COMMONWEALTH GROUP

Sep 2014 – Dec 2014

PORTSMOUTH, NH

H. BECK, INC.

Jan 2009 – Jul 2015

PORTSMOUTH, NH

LINCOLN FINANCIAL SECURITIES CORPORATION

Feb 2006 – Jan 2009

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 66

Registration record

First registered · February 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

CRD 170442 · SEC 801-80056

AUM

$408M

Regulatory assets under management

Employees

1,313 client accounts

Services offered by MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Heath Benway offer?

Edward Heath Benway specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Edward Heath Benway's credentials?

Edward Heath Benway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Heath Benway located?

Edward Heath Benway is based in PORTSMOUTH, New Hampshire, working with MEASURED WEALTH PRIVATE CLIENT GROUP, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Edward Heath Benway charge for services?

Edward Heath Benway's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEASURED WEALTH PRIVATE CLIENT GROUP, LLC?

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC has approximately 12 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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