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 management and brokerage services to individuals, high‑net‑worth clients, trusts, foundations, corporations, and retirement plans. Offerings include traditional brokerage cash and margin accounts, fee‑based and commission‑based portfolio management, separately managed accounts, and certain performance‑fee strategies. The firm’s investment process emphasizes long‑term portfolio strategies informed by fundamental and cyclical analysis, with accounts customized for tax considerations and socially conscious restrictions; it provides both discretionary and non‑discretionary management. Benjamin relies on third‑party research and a correspondent relationship with RBC Capital Markets, and uses Interactive Brokers as a custodial option to support execution and custody services. Notably, the firm is also a FINRA‑registered broker‑dealer and its advisors act as registered representatives, enabling the sale of commissionable products and direct brokerage activity — an affiliation that is uncommon for peers in this category. The brochure discloses that the firm receives revenue sharing from money‑market sweep programs (which reduces client interest), offers performance‑based strategies that charge a 20% fee with a high‑water mark, and that certain advisors’ supplements disclose past regulatory sanctions.
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.
You can also browse Benjamin Securities, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Pensacola, FL
| 33
| |
Remsenburg, NY
| 12
| |
Pensacola, FL
| 42
|
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