David M. Benwell

SALA CAPITAL

Scottsdale, AZ

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CRD#: 2356567

Professional summary

David Maynard Benwell, who also goes by David M Benwell, is a registered financial advisor currently at SALA CAPITAL, LLC located in Scottsdale, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David M Benwell

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 David Maynard Benwell'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

January 17, 2017 - Present

SALA CAPITAL, LLC

RIA

CRD#: 283821

Scottsdale, AZ

Past

April 4, 2003 - January 25, 2015

CLOCKTOWER CAPITAL,LLC

RIA

CRD#: 134379

LAS VEGAS, NV

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

Arizona
(1/17/2017)

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: 12/27/2011

Uniform Investment Adviser Law Examination

Current Firm

SALA CAPITAL, LLC

CRD#: 283821 / SEC#:

Arizona

Registered Investment Advisory firm - (1/17/2017 Approved)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

9393 N. 90th St Unit 102-261, Scottsdale, AZ 85258

Phone number

+1 (602) 668-8293

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David M. Benwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Maynard Benwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALA CAPITAL, LLC

CLOCKTOWER CAPITAL,LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2011

Current Firm

SALA CAPITAL, LLC

Contact information

Documents

Red Flags

Company Information

SALA CAPITAL, LLC

TRUST BUT VERIFY

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