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RM

Richard Messina

THE BENCHMARK COMPANY
Ketchum, ID 83340
Some features on this profile are disabled
CRD#: 1361661
RM

Professional summary


Richard Messina is a registered financial professional currently at THE BENCHMARK COMPANY, LLC located in Ketchum, Idaho.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1987. Richard has worked at 4 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 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Richard Messina'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 24, 1989 - Present

THE BENCHMARK COMPANY, LLC

Office #1: 335 Spruce Avenue, Ketchum, ID 83340Office #2: 150 E 58th Street 17th Floor, New York, NY 10155Office #3: 150 E 58th Street 17th Floor, New York, NY 10155
BD
CRD#: 22982
Ketchum, ID
Past

April 9, 1990 - February 14, 1991

D. WECKSTEIN & CO., INC.

BD
CRD#: 20338
NEW YORK, NY
Past

March 16, 1988 - September 19, 1989

SUMMIT CAPITAL GROUP,LTD.

BD
CRD#: 14097
Past

October 22, 1987 - February 2, 1988

CMT FINANCIAL GROUP

BD
CRD#: 15481

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(7/6/2017)
RR
California
(2/23/1996)
RR
Connecticut
(4/28/2021)
RR
Florida
(10/27/2017)
RR
Kansas
(10/4/2021)
RR
Nebraska
(11/19/2020)
RR
Nevada
(7/12/2022)
RR
New Hampshire
(1/10/2018)
RR
New Jersey
(7/22/1996)
RR
New York
(7/28/1992)
RR
Ohio
(4/28/2021)
RR
Puerto Rico
(1/21/2021)
RR
South Dakota
(1/13/2016)
RR
Texas
(3/14/2016)
RR
Vermont
(3/11/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 10/12/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/26/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 5
Date: 10/11/1989
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STONEX GROUP INC.OWNER
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
SCHIRRIPA, THOMAS NCFO/FINOP/PFO/POO2231180

Disclosures


Regulatory Event17
Arbitration1

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


THE BENCHMARK COMPANY, LLC

CRD#: 22982Ketchum, ID 83340

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