A complete list of active advisors currently associated with Benjamin Securities, Inc.

Warmer can help you find a great advisor at Benjamin Securities, Inc. or one who fits your needs even better.

Benjamin Securities, Inc. provides investment advice and brokerage services to individuals (including high-net-worth clients), trusts, businesses, foundations, and retirement plans. The firm manages individually tailored accounts through portfolio management, traditional brokerage cash and margin accounts, separately managed accounts, covered call writing programs, and performance fee–based arrangements. The firm’s investment process uses fundamental and cyclical analysis to identify opportunities, and it generally pursues a long-term strategy while employing short-term tactics for covered-call programs and performance-fee mandates. Benjamin Securities offers both discretionary and non-discretionary management, customizes accounts for tax and socially conscious restrictions, and keeps client assets individually managed rather than commingled. Notably, the firm is dually registered as an SEC-registered investment adviser and a FINRA-registered broker-dealer and operates a correspondent relationship with a major clearing firm while also custodially using Interactive Brokers—an affiliation structure that is uncommon for peers. It receives research and software through its clearing relationship and participates in a money-market sweep revenue-sharing arrangement that reduces client sweep interest (creating a potential conflict of interest), and it conducts daily reviews for covered-call advisory accounts and monthly comprehensive reviews.

To learn more about the advisors currently working at Benjamin Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.