SR
Steven Richard Benjamin
CRD 4845229
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Addison Capital, Llc | Registered representative | 07/20/2026 |
| Nest Investments Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Addison Capital, Llc
Cco, Evp, Partner · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗