AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RM

Richard Messina

THE BENCHMARK COMPANY
NEW YORK, NY
·CRD# 1361661·39 years experience

Professional Summary

Richard Messina is a registered financial advisor currently at THE BENCHMARK COMPANY, LLC located in New York, New York and STONEX FINANCIAL INC. located in New York, New York. Richard is registered as a RR (Registered Representative) and started their career in finance in 1987. Richard has worked at 5 firms and has passed the Series 63, Series 52TO, Series 57TO, Series 79TO, Series 99TO, SIE, Series 55, Series 5, Series 7, Series 27, Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
View profile
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Years of Experience

39 years in the financial services industry

Current & Past Employments

THE BENCHMARK COMPANY, LLC·CRD# 22982
BD
1. 230 Park Avenue 32nd Floor, New York, NY 101692. 230 Park Avenue 32nd Floor, New York, NY 10169
February 24, 1989 - Present
STONEX FINANCIAL INC.·CRD# 45993
BD
230 Park Avenue 10th Floor, New York, NY, 10169
March 11, 2026 - Present
D. WECKSTEIN & CO., INC.·CRD# 20338
BD
New York, NY
April 9, 1990 - February 14, 1991
SUMMIT CAPITAL GROUP,LTD.·CRD# 14097
BD
March 16, 1988 - September 19, 1989
CMT FINANCIAL GROUP·CRD# 15481
BD
October 22, 1987 - February 2, 1988

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

Current Firm

SF
STONEX FINANCIAL INC.

INTERNATIONAL TRADER ASSOCIATION, INC. | STONEX FINANCIAL INC. | STONEX | INTLTRADER.COM, INC. | INTL TRADING, INC. | INTL FCSTONE SECURITIES INC. | INTL FCSTONE FINANCIAL INC.

CRD#: 45993 / SEC#: 8-51269
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Mailing Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Phone Number

(407) 741-5300

Established

Florida since 05/29/1998

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER—
DAVISON, STUART ANDREWDIRECTOR; CHIEF OPERATING OFFICER7824576
DICIOLLO, ANTHONY JOSEPHDIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD4976402
DUNAWAY, WILLIAM JOHNDIRECTOR, CHIEF FINANCIAL OFFICER6505923
LYON, CHARLES MARTINDIRECTOR, PRESIDENT4000852
MAURER, MARK LDIRECTOR, CHIEF RISK OFFICER4234406
PORZIO, JOSEPH JOHNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1319702
SHEA, KEVINSECRETARY8263627
SMITH, PHILIP ANDREWDIRECTOR4999097
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER - BD DIVISION2530826

Disclosures

Regulatory Event

76

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/13/2026)
RR
Alaska
(4/13/2026)
RR
Arizona
(4/8/2026)
RR
Arkansas
(7/6/2017)
RR
California
(2/23/1996)
RR
Colorado
(4/8/2026)
RR
Connecticut
(4/28/2021)
RR
Delaware
(4/8/2026)
RR
Florida
(10/27/2017)
RR
Georgia
(3/13/2026)
RR
Idaho
(3/12/2026)
RR
Illinois
(4/9/2026)
RR
Indiana
(4/8/2026)
RR
Iowa
(4/8/2026)
RR
Kansas
(10/4/2021)
RR
Kentucky
(4/8/2026)
RR
Louisiana
(4/7/2026)
RR
Maine
(4/8/2026)
RR
Maryland
(4/8/2026)
RR
Massachusetts
(4/30/2026)
RR
Michigan
(3/16/2026)
RR
Minnesota
(4/8/2026)
RR
Mississippi
(4/10/2026)
RR
Missouri
(3/12/2026)
RR
Montana
(5/7/2026)
RR
Nebraska
(11/19/2020)
RR
Nevada
(7/12/2022)
RR
New Hampshire
(1/10/2018)
RR
New Jersey
(7/22/1996)
RR
New Mexico
(4/8/2026)
RR
New York
(7/28/1992)
RR
North Carolina
(3/16/2026)
RR
North Dakota
(5/6/2026)
RR
Ohio
(4/28/2021)
RR
Oklahoma
(3/18/2026)
RR
Oregon
(4/8/2026)
RR
Pennsylvania
(3/17/2026)
RR
Puerto Rico
(1/21/2021)
RR
Rhode Island
(4/8/2026)
RR
South Carolina
(4/15/2026)
RR
South Dakota
(1/13/2016)
RR
Tennessee
(4/8/2026)
RR
Texas
(3/14/2016)
RR
Utah
(3/12/2026)
RR
Vermont
(3/11/2020)
RR
Virginia
(3/12/2026)
RR
Washington
(4/7/2026)
RR
West Virginia
(4/9/2026)
RR
Wisconsin
(3/18/2026)
RR
Wyoming
(4/9/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1987About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Nov 1999

Series 5 — Interest Rate Options Examination

Passed Oct 1989

Series 7 — General Securities Representative Examination

Passed Sep 1987About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Oct 1992About the Series 27 exam

Series 4 — Registered Options Principal Examination

Passed Nov 1987About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Oct 1987About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Richard Messina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Paramus, NJ · CRD#
RM
Follow Richard
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required