Edward H. Benway

MEASURED WEALTH PRIVATE CLIENT GROUP

Portsmouth, NH 03801

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CRD#: 2224897

Professional summary

Edward Heath Benway, who also goes by Edward Heath Benway Mr., is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Portsmouth, New Hampshire.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Edward has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Heath Benway Mr.

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.

LRI FINANCIAL GROUP, LLC POSITION: MEMBER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2006 ADDRESS: 303 ISLINGTON ST, PORTSMOUTH NH 03801 DESCRIPTION: FINANCIAL PARTNER MEASURED WEALTH PRIVATE CLIENT GROUP, LLC POSITION: OWNER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/29/2008 ADDRESS: 303 ISLINGTON ST, PORTMSOUTH NH 03801 DESCRIPTION: INSURANCE REP MEASURED WEALTH PRIVATE CLIENT GROUP, LLC POSITION: PRESIDENT NATURE: FINANCIAL SERVICES OR ADVISOR ACTIVITIES. INVESTMENT RELATED: YES NUMBER OF HOURS: 140 INVESTMENT RELATED HOURS: 125 START DATE: 02/21/2014 ADDRESS: 303 ISLINGTON ST., PORTSMOUTH NH 03801 DESCRIPTION: FINANCIAL PLANNING SERVICES, PORTFOLIO MANAGEMENT FOR INDIVIDUALS AND/OR SMALL BUSINESSES, PENSION CONSULTING SERVICES REAL ESTATE INVESTOR POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1995 ADDRESS: 303 ISLINGTON ST, PORTSMOUTH NH 03801 DESCRIPTION: OWNER OF COMMERCIAL PROPERTIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Heath Benway'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

April 22, 2014 - Present

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Office #1: 303 Islington Street, Portsmouth, NH 03801

RIA

CRD#: 170442

Portsmouth, NH

Past

December 1, 2016 - February 8, 2017

SB ADVISORY, LLC

RIA

CRD#: 154680

portsmouth, NH

Past

December 1, 2016 - December 11, 2019

IFS SECURITIES

CRD#: 40375

Portsmouth, NH

Past

September 17, 2014 - December 19, 2014

THE COMMONWEALTH GROUP

RIA

CRD#: 115077

PORTSMOUTH, NH

Past

January 26, 2009 - July 6, 2015

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

PORTSMOUTH, NH

Past

January 22, 2009 - December 23, 2016

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

PORTSMOUTH, NH

Past

February 24, 2006 - January 23, 2009

OSAIC FS, INC.

RIA

CRD#: 3870

PORTSMOUTH, NH

Past

May 11, 2005 - January 23, 2009

OSAIC FS, INC.

CRD#: 3870

PORTSMOUTH, NH

Past

October 12, 2001 - April 22, 2005

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

May 12, 1992 - September 28, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 12, 1992 - September 28, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/3/2016)

IAR

New Hampshire
(4/22/2014)

IAR

Texas
(10/28/2015)

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 66

Date: 2/17/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/13/1994

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: 8/12/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/1/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/5/2015

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 12/8/1995

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH

CRD#: 170442 / SEC#: 801-80056

RIA

Registered Investment Advisory firm - (7/18/2014 Approved)

Maine

Registered Investment Advisory firm - (8/11/2014 Terminated)

Massachusetts

Registered Investment Advisory firm - (8/1/2014 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

303 Islington Street, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 431-1444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APPENDIX 1: WRAP FEE BROCHURE (3/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,305
AUM (Assets Under Management)	$ 463,984,110

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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Edward H. Benway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Heath Benway's CRS (Customer Relationship Summary).

Certified licenses

Experience

SB ADVISORY, LLC

IFS SECURITIES

THE COMMONWEALTH GROUP

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

OSAIC FS, INC.

OSAIC FS, INC.

1717 CAPITAL MANAGEMENT COMPANY

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/17/2006

Series 63

Date: 9/13/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/12/1999

Series 6

Date: 5/1/1992

Series 24

Date: 6/5/2015

Series 26

Date: 12/8/1995

Current Firm

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

TRUST BUT VERIFY

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