David C. Benfer

VEERY CAPITAL

WEST CHESTER, PA 19382

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CRD#: 2449219

Professional summary

David Christopher Benfer, AIF®, CFP®, ChFC®, who also goes by Chris Benfer, is a registered financial advisor currently at VEERY CAPITAL, LLC located in West Chester, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Wilmington, Delaware.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Benfer

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.

1) David Benfer is dually-registered as an investment advisor representative with Veery Capital, LLC - since 09/2018) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" - since 10/2018). Business is conducted from the Registered Branch Office Location. Approximately 90% of Mr. Benfer's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. Veery Capital, LLC and PKS are not affiliated. 2) DCMAC, LLC, 1 AVENUE OF THE ARTS, WILMINGTON, DE 19801 ; BEGAN 01/01/2010 ; AS MEMBER ; INVESTMENT RELATED ; DEVOTES 0 HRS. 3) ONE RESOURCE GROUP, 809 S CALHOUN ST, STE 600, FT WAYNE, IN, 12/2012 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/WK - 2/TRADING. 4) 1. MyWellCents 2. Investment related 3. 120 Vantis Dr. #400, Aliso Viejo, CA 92656 4. 401k Participant Education 5. Advisor 6. 2/2024 7. 2 hrs/mo 8. 2 hrs/mo 9. 2 hrs during trading 10. Provide education and one-on-one financial planning to our 401k plan participants. Investment changes are self directed by the participants and WellCents is a benefit provided by the employer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Christopher Benfer'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2004

ChFC^®

Chartered Financial Consultant

Experience

Current

October 11, 2018 - Present

VEERY CAPITAL, LLC

Office #1: 24 W Market Street, West Chester, PA 19382

RIA

CRD#: 298465

WEST CHESTER, PA

Current

October 5, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 112 S French Suite 202, Wilmington, DE 19801Office #2: 24 W Market Street, West Chester, PA 19382

CRD#: 35747

Wilmington, DE

Past

October 3, 2012 - October 10, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

WILMINGTON, DE

Past

October 3, 2012 - October 10, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

WILMINGTON, DE

Past

February 27, 2012 - October 4, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

WEST CHESTER, PA

Past

March 12, 2004 - October 4, 2012

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

WEST CHESTER, PA

Past

July 24, 2002 - March 15, 2004

NEW ENGLAND SECURITIES

RIA

CRD#: 615

WAYNE , PA

Past

February 8, 1994 - March 15, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

VEERY CAPITAL, LLC

AVENUE 1 ADVISORS, LLC | VEERY CAPITAL, LLC | BLUE ROCK AVENUE ONE | BLUE ROCK AVENUE 1

CRD#: 298465 / SEC#: 801-114003

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(10/18/2021)

IAR

Delaware
(10/11/2018)

Delaware
(10/12/2018)

District of Columbia
(1/9/2024)

Florida
(10/5/2018)

Maryland
(10/5/2018)

New Jersey
(10/5/2018)

New York
(4/24/2025)

Pennsylvania
(10/5/2018)

IAR

Texas
(10/23/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/7/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/19/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VEERY CAPITAL, LLC

AVENUE 1 ADVISORS, LLC | VEERY CAPITAL, LLC | BLUE ROCK AVENUE ONE | BLUE ROCK AVENUE 1

CRD#: 298465 / SEC#: 801-114003

RIA

Registered Investment Advisory firm - (9/17/2018 Approved)

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Contact information

Main Address

24 W Market Street, West Chester, PA 19382

Mailing Address

Phone number

(302) 660-3350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VEERY CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/15/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 801,987,186

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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Advisor Monitoring

Firm Stability Insights

David C. Benfer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Christopher Benfer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

VEERY CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/1998

Series 63

Date: 2/14/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/26/2001

Series 6

Date: 2/7/1994

Series 24

Date: 9/19/2005

FINRA

Current Firm

VEERY CAPITAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VEERY CAPITAL, LLC

TRUST BUT VERIFY

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