Unclaimed Profile

Steven Anthony Carroll

BENCHMARK PLUS MANAGEMENT, LLC·TACOMA, Washington

Clean recordBENCHMARK PLUS MANAGEMENT, LLC

820 A STREET, TACOMA, WA 98402CRD# 6437452Firm CRD# 127471

Profile Verification

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

Identity

Steven Anthony Carroll · TACOMA, WA

Registration

CRD #6437452 · BENCHMARK PLUS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Anthony Carroll is a registered financial advisor based in TACOMA, Washington, affiliated with BENCHMARK PLUS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BENCHMARK PLUS MANAGEMENT, LLC

BENCHMARK PLUS MANAGEMENT

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BENCHMARK PLUS MANAGEMENT, LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6437452

Firm CRD# 127471

View on FINRA BrokerCheck →

Looking for a financial advisor in TACOMA?

Browse all registered financial advisors in TACOMA, Washington or claim this profile if it's yours.

Browse TACOMA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Anthony Carroll offer?

Steven Anthony Carroll specializes in Retirement Planning. Contact their office in TACOMA, Washington for a consultation.

What are Steven Anthony Carroll's credentials?

Steven Anthony Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Anthony Carroll located?

Steven Anthony Carroll is based in TACOMA, Washington, working with BENCHMARK PLUS MANAGEMENT, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Steven Anthony Carroll charge for services?

Steven Anthony Carroll'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 BENCHMARK PLUS MANAGEMENT, LLC?

BENCHMARK PLUS MANAGEMENT, LLC has approximately 8 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →