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GB

Guy J. Benstead

KCM INVESTMENT ADVISORS
Greenbrae, CA 94904
Some features on this profile are disabled
CRD#: 1179261
GB

Professional summary

Guy Jon Benstead is a registered financial advisor currently at KCM INVESTMENT ADVISORS located in Greenbrae, California.

Guy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Guy has worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Cedar Ridge GP, LLC. Investment Related, 425 Corte Madera Avenue, Corte Madera, CA� 94925. Private Investment Partnership, Managing Member, 03/01/2005, 8 hours per month, 0 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guy Jon Benstead's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 11, 2021 - Present

KCM INVESTMENT ADVISORS

Office #1: 300 Drakes Landing Road Suite 210, Greenbrae, CA 94904
RIA
CRD#: 109629
Greenbrae, CA
Past

February 26, 2019 - January 29, 2021

SHELTON CAPITAL MANAGEMENT

RIA
CRD#: 104720
DENVER, CO
Past

February 26, 2019 - January 29, 2021

RFS PARTNERS

BD
CRD#: 18119
Sausalito, CA
Past

December 13, 2016 - February 14, 2019

CEDAR RIDGE PARTNERS, LLC

RIA
CRD#: 141395
Corte Madera, CA
Past

April 4, 2016 - February 25, 2019

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Greenwich, CT
Past

March 1, 1991 - April 5, 2005

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

May 16, 1990 - March 4, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

July 25, 1987 - March 3, 1990

DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.

BD
CRD#: 19727
Past

August 23, 1983 - March 3, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KCM INVESTMENT ADVISORS
KCM INVESTMENT ADVISORS | KELLETT JAY AUBREY | KCM INVESTMENT ADVISORS, LLC

CRD#: 109629 / SEC#: 801-55395

RIA
Registered Investment Advisory firm - (5/8/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/11/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/23/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/2/2016
General Securities Representative Examination

Current Firm

KI
KCM INVESTMENT ADVISORS
KCM INVESTMENT ADVISORS | KELLETT JAY AUBREY | KCM INVESTMENT ADVISORS, LLC

CRD#: 109629 / SEC#: 801-55395

RIA
Registered Investment Advisory firm - (5/8/1998 Approved)
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Contact information

Main Address
300 Drakes Landing Road Suite 210, Greenbrae, CA 94904
Mailing Address
Phone number
(415) 461-7788
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KCM FORM ADV PART 2A_FINAL (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,579
AUM (Assets Under Management)$ 5,851,809,754

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/05/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KCM INVESTMENT ADVISORS

CRD#: 109629Greenbrae, CA 94904

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