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Todd M. Felte

STONEX SECURITIES
Scottsdale, AZ 85258
Some features on this profile are disabled
CRD#: 2490892
TF

Professional summary

Todd Martin Felte is a registered financial professional currently at STONEX SECURITIES INC. located in Scottsdale, Arizona and THE BENCHMARK COMPANY, LLC located in New York, New York.

Todd is registered as a RR (Registered Representative) and started their career in finance in 1994. Todd has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Todd Martin Felte'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

September 27, 2024 - Present

STONEX SECURITIES INC.

Office #1: 8655 East Via De Ventura Ste G-175, Scottsdale, AZ 85258
BD
CRD#: 18456
Scottsdale, AZ
Current

March 17, 2026 - Present

THE BENCHMARK COMPANY, LLC

Office #1: 150 E 58th Street 17th Floor, New York, NY 10155
BD
CRD#: 22982
New York, NY
Past

February 16, 2017 - September 23, 2024

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Scottsdale, AZ
Past

March 18, 2002 - April 24, 2017

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
SCOTTSDALE, AZ
Past

March 23, 1999 - April 24, 2000

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

November 20, 1998 - January 6, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 7, 1995 - May 28, 1998

SAMCO FINANCIAL SERVICES, INC.

BD
CRD#: 30108
PHOENIX, AZ
Past

October 13, 1994 - November 21, 1995

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

July 20, 1994 - October 18, 1994

AMERINATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 27986

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Alaska
(9/27/2024)
RR
Arizona
(10/4/2024)
RR
California
(9/27/2024)
RR
Colorado
(9/27/2024)
RR
Connecticut
(9/27/2024)
RR
Florida
(9/27/2024)
RR
Georgia
(9/27/2024)
RR
Iowa
(9/27/2024)
RR
Massachusetts
(9/30/2024)
RR
Michigan
(9/27/2024)
RR
Minnesota
(3/11/2025)
RR
Montana
(9/27/2024)
RR
Nevada
(10/7/2024)
RR
New Hampshire
(9/27/2024)
RR
North Carolina
(10/7/2024)
RR
Oregon
(9/27/2024)
RR
Pennsylvania
(9/27/2024)
RR
Tennessee
(9/27/2024)
RR
Utah
(9/27/2024)
RR
Virginia
(9/27/2024)
RR
Washington
(9/27/2024)
RR
West Virginia
(9/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/19/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER
DICIOLLO, ANTHONY JOSEPHDIRECTOR4976402
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
RAPPAPORT, JACOBDIRECTOR4824681
SCHIRRIPA, THOMAS NTREASURER/FINOP2231180

Disclosures

Regulatory Event18
Arbitration1

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.

Company Information

THE BENCHMARK COMPANY, LLC

CRD#: 22982Scottsdale, AZ 85258

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