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Steven Donald Witter

BENTHAM WEALTH ADVISORS INC·WILLIAMSVILLE, New York
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300 INTERNATIONAL DR, WILLIAMSVILLE, NY 14221CRD# 5016923Firm CRD# 332035
01

About

Steven Donald Witter is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with BENTHAM WEALTH ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BENTHAM WEALTH ADVISORS INC
BENTHAM WEALTH ADVISORS
AUM
$74M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BENTHAM WEALTH ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5016923
Firm CRD# 332035
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Donald Witter offer?
Steven Donald Witter specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Steven Donald Witter's credentials?
Steven Donald Witter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Donald Witter located?
Steven Donald Witter is based in WILLIAMSVILLE, New York, working with BENTHAM WEALTH ADVISORS INC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Steven Donald Witter charge for services?
Steven Donald Witter'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 BENTHAM WEALTH ADVISORS INC?
BENTHAM WEALTH ADVISORS INC has approximately 2 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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