Unclaimed Profile

Benjamin Wolf Joffe

EVR RESEARCH LP·RICHMOND, Virginia

Series 65Clean record10 years registeredEVR RESEARCH LP

411 LIBBIE AVENUE, RICHMOND, VA 23226CRD# 6663716Firm CRD# 283385

Profile Verification

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

Identity

Benjamin Wolf Joffe · RICHMOND, VA

Registration

CRD #6663716 · EVR RESEARCH LP · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVR RESEARCH LP

EVR RESEARCH LP

Jun 2016 – Mar 2019

Richmond, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 24, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVR RESEARCH LP

CRD 283385 · SEC 801-121869

AUM

$733M

Regulatory assets under management

Employees

3 client accounts

Services offered by EVR RESEARCH LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at EVR RESEARCH LP →

Introduction

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Frequently Asked Questions

What services does Benjamin Wolf Joffe offer?

Benjamin Wolf Joffe specializes in Retirement Planning.

What are Benjamin Wolf Joffe's credentials?

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

Where is Benjamin Wolf Joffe located?

Benjamin Wolf Joffe is based in RICHMOND, Virginia, last registered with EVR RESEARCH LP.

How does Benjamin Wolf Joffe charge for services?

Benjamin Wolf Joffe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVR RESEARCH LP?

EVR RESEARCH LP has approximately 6 employees and manages $733M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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