Unclaimed Profile

Steven Richard Benjamin

ADDISON CAPITAL, LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 3, Series 7, Series 24, Series 52TO, Series 55, Series 57TO, Series 63, Series 79CFA4 years registeredADDISON CAPITAL, LLC

20 ASH STREET, CONSHOHOCKEN, PA 19428CRD# 4845229Firm CRD# 144853

Profile Verification

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

Identity

Steven Richard Benjamin · CONSHOHOCKEN, PA

Registration

CRD #4845229 · ADDISON CAPITAL, LLC · 4 years registered

Brand Profile

Not yet started

Career History

ADDISON CAPITAL

Feb 2022 – present

NEST EGG

Feb 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 52TO

Series 55

Series 57TO

Series 63

Series 79

Registration record

First registered · February 25, 2022

Years registered · 4

Professional designation · CFA

Disclosure History

2015Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ADDISON CAPITAL, LLC

CRD 144853 · SEC 801-68352

AUM

$747M

Regulatory assets under management

Employees

458 client accounts

Services offered by ADDISON CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADDISON CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Richard Benjamin offer?

Steven Richard Benjamin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Steven Richard Benjamin's credentials?

Steven Richard Benjamin holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Richard Benjamin located?

Steven Richard Benjamin is based in CONSHOHOCKEN, Pennsylvania, working with ADDISON CAPITAL, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Steven Richard Benjamin charge for services?

Steven Richard Benjamin'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 ADDISON CAPITAL, LLC?

ADDISON CAPITAL, LLC has approximately 4 employees and manages $747M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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