Donald G. Bennyhoff

BENNYHOFF & CO.

Phoenixville, PA

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CRD#: 2159233

Professional summary

Donald George Bennyhoff, who also goes by Don Bennyhoff, is a registered financial advisor currently at BENNYHOFF & CO. located in Phoenixville, Pennsylvania.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Donald has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Bennyhoff

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 Donald George Bennyhoff's CRS (Customer Relationship Summary).

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

August 2, 1996 - March 13, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 9, 1991 - August 6, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Pennsylvania
(3/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/1991

General Securities Representative Examination

Current Firm

BENNYHOFF & CO.

BENNYHOFF & CO. | BENNYHOFF & CO., LLC

CRD#: 329720 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/14/2024 Approved)

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Contact information

Main Address

Phoenixville, PA

Mailing Address

Phone number

(267) 618-0101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Donald G. Bennyhoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald George Bennyhoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENNYHOFF & CO.

PRIME CAPITAL FINANCIAL

LIBERTY WEALTH ADVISORS, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/1994

Series 63

Date: 8/28/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/7/1991

Current Firm

BENNYHOFF & CO.

Contact information

Documents

Red Flags

Company Information

BENNYHOFF & CO.

TRUST BUT VERIFY

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