Ronald J. Benevento

CLUTCH CAPITAL MANAGEMENT

FRANKLIN SQUARE, NY

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CRD#: 2841848

Professional summary

Ronald Joseph Benevento is a registered financial advisor currently at CLUTCH CAPITAL MANAGEMENT, LLC located in Franklin Square, New York.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ronald has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Ronald Joseph Benevento'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

June 4, 2021 - Present

CLUTCH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 154533

FRANKLIN SQUARE, NY

Past

December 8, 2010 - March 11, 2015

PROFESSIONAL PLANNING SERVICES

RIA

CRD#: 152702

HOLBROOK, NY

Past

March 31, 2010 - December 31, 2010

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

March 26, 2010 - March 9, 2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HOLBROOK, NY

Past

June 8, 2009 - February 22, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MELVILLE, NY

Past

February 3, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 3, 1997 - February 22, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

MELVILLE, NY

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

New York
(6/4/2021)

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: 9/15/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/14/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/28/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/31/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLUTCH CAPITAL MANAGEMENT, LLC

CRD#: 154533 / SEC#:

New York

Registered Investment Advisory firm - (8/10/2010 Approved)

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Contact information

Main Address

Forest Hills, NY

Mailing Address

Phone number

(917) 692-1259

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 28,100,000

Red Flags

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

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Firm Stability Insights

Ronald J. Benevento

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Joseph Benevento's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFESSIONAL PLANNING SERVICES

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2016

Series 63

Date: 3/14/1997

SIE

Date: 3/9/2015

Series 7

Date: 10/28/2005

Series 6

Date: 1/31/1997

Current Firm

CLUTCH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLUTCH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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