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Donald George Bennyhoff

BENNYHOFF & CO.
Phoenixville, PA
·CRD# 2159233·35 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Don Bennyhoff

Blog Corner

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Videos & Posts

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Contact Information

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

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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.

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Years of Experience

35 years in the financial services industry

Current & Past Employments

BENNYHOFF & CO.·CRD# 329720
RIA
Phoenixville, PA
March 14, 2024 - Present
PRIME CAPITAL FINANCIAL·CRD# 288712
RIA
Phoenixville, PA
December 9, 2022 - May 22, 2023
LIBERTY WEALTH ADVISORS, LLC·CRD# 107774
RIA
Phoenixville, PA
February 1, 2021 - December 16, 2022
VANGUARD ADVISERS, INC.·CRD# 106715
RIA
Malvern, PA
January 4, 1999 - October 31, 2002
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Malvern, PA
March 31, 1998 - October 21, 2020
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
August 2, 1996 - March 13, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
August 9, 1991 - August 6, 1996

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Current Firm

B&
BENNYHOFF & CO.

BENNYHOFF & CO. | BENNYHOFF & CO., LLC

CRD#: 329720
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/14/2024 Approved)

Contact Information

Main Address

Phoenixville, PA

Phone Number

(267) 618-0101

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1991About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1991About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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