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CP

Christopher D. Palmer

BENSON AVENUE CAPITAL
SARASOTA, FL
Some features on this profile are disabled
CRD#: 1547110
CP

Professional summary

Christopher Dowd Palmer, who also goes by Christopher D Palmer, is a registered financial advisor currently at BENSON AVENUE CAPITAL, LLC located in Sarasota, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Christopher has worked at 5 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher D Palmer

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) - RIA

Click below to view Christopher Dowd Palmer's 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 8, 2018 - Present

BENSON AVENUE CAPITAL, LLC

Office #2: 1680 Fruitville Road Suite 301, Sarasota, FL 34236
RIA
CRD#: 292194
SARASOTA, FL
Past

March 6, 1992 - November 19, 1993

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

November 29, 1989 - September 6, 1991

OCC DISTRIBUTORS LLC

BD
CRD#: 18541
Past

September 6, 1988 - November 4, 1989

BERNARD L. MADOFF INVESTMENT SECURITIES LLC

BD
CRD#: 2625
Past

January 1, 1988 - March 19, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
Florida
(2/8/2018)

Exams

General Industry/Product Exam
RR
Series 7
Date: 12/19/1987
General Securities Representative Examination

Current Firm

BA
BENSON AVENUE CAPITAL, LLC
BENSON AVENUE CAPITAL, LLC

CRD#: 292194 / SEC#:

Florida
Registered Investment Advisory firm - (2/8/2018 Approved)
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Contact information

Main Address
Sarasota, FL
Mailing Address
Phone number
(941) 413-5963
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 56,298,366

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

BENSON AVENUE CAPITAL, LLC

CRD#: 292194Sarasota, FL

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