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- Custodian
- Interactive Brokers ยท RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-1985
- Office Locations
- 2
Office Locations
About Benjamin Securities, Inc.
Benjamin Securities is an independent, veteran-owned boutique combining wealth management with investment banking. Its team of RIAs and brokers builds bespoke portfolios for individuals and advises private and public issuers on domestic and cross-border listings, uplistings, and dual listings. The investment approach emphasizes capital markets strategy with ETF-centric allocations and complementary fixed income; custody includes Interactive Brokers and RBC.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WILLIAM THOMAS BAKER
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1804430
- Ownership
- Less than 5%
THOMAS WILLIAM LAUNDRIE
VICE PRESIDENT
- CRD
- #1207021
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CATHARINE CHANDLER
Investment Advisor Representative
- CRD
- #6108673
S. CRAIG COGNETTI
PARTNER
- CRD
- #5281594
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,878,796 | $452,709 |
| Non-Discretionary | $3,731,109 | $1,865,555 |
| Total | $33,609,905 | $494,263 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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