Unclaimed Profile

Steven Donald Witter

BENTHAM WEALTH ADVISORS INC·WILLIAMSVILLE, New York

SIE, Series 7, Series 26, Series 51, Series 66CFPClean record13 years registeredBENTHAM WEALTH ADVISORS INC

300 INTERNATIONAL DR, WILLIAMSVILLE, NY 14221CRD# 5016923Firm CRD# 332035

Profile Verification

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

Identity

Steven Donald Witter · WILLIAMSVILLE, NY

Registration

CRD #5016923 · BENTHAM WEALTH ADVISORS INC · 13 years registered

Brand Profile

Not yet started

Career History

BENTHAM WEALTH ADVISORS

Oct 2024 – present

CAPITAL ANALYSTS

May 2021 – Aug 2024

Getzville, NY

LINCOLN INVESTMENT

Mar 2021 – Aug 2024

Amherst, NY

LINCOLN INVESTMENT

Jun 2017 – Dec 2020

Amherst, NY

LEGEND ADVISORY, LLC

Nov 2012 – Oct 2019

GETZVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 51

Series 66

Registration record

First registered · November 5, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENTHAM WEALTH ADVISORS INC

CRD 332035 · SEC 801-130680

AUM

$74M

Regulatory assets under management

Employees

251 client accounts

Services offered by BENTHAM WEALTH ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BENTHAM WEALTH ADVISORS INC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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