Ofer Ben-menahem

L & S ADVISORS,

Irvine, CA

Some features on this profile are disabled

CRD#: 2880185

Professional summary

Ofer Ben-menahem, who also goes by Ofer Benmenahem, is a registered financial advisor currently at L & S ADVISORS, INC located in Irvine, California.

Ofer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ofer has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ofer Benmenahem

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.

INSURANCE LICENSE POSITION: INSURANCE LICENSE NATURE: HOLDING LICENSE INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 06/03/2013 ADDRESS: 35 BUTLER STREET, IRVINE CA 92603 DESCRIPTION: PREVIOUS APPOINTMENTS WITH VARIOUS OUTSIDE INDIVIDUAL & GROUP, LIFE, HEALTH,DI, FIXED ANNUITY INSURANCE BROKERAGE BUSINESS. I'M NO LONGER ACTIVELY SELLING INSURANCE, BUT ONLY COLLECTING RESIDUAL FROM PAST INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ofer Ben-menahem'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

March 21, 2023 - Present

L & S ADVISORS, INC

RIA

CRD#: 140923

Irvine, CA

Past

December 9, 2020 - May 15, 2023

RVW WEALTH LLC

RIA

CRD#: 140451

LOS ANGELES, CA

Past

April 22, 2019 - June 3, 2020

FIRST FOUNDATION ADVISORS

RIA

CRD#: 106075

IRVINE, CA

Past

May 5, 2015 - April 16, 2019

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

NEWPORT BEACH, CA

Past

June 12, 2013 - May 5, 2015

TD AMERITRADE, INC.

RIA

CRD#: 7870

IRVINE, CA

Past

June 12, 2013 - May 5, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

IRVINE, CA

Past

June 11, 2013 - May 5, 2015

TD AMERITRADE, INC.

CRD#: 7870

IRVINE, CA

Past

August 19, 2009 - June 12, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

IRVINE, CA

Past

July 21, 2009 - June 12, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

IRVINE, CA

Past

December 20, 2001 - March 8, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

February 25, 2000 - January 10, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 23, 1998 - February 16, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 5, 1998 - September 25, 1998

NATIONAL SECURITIES CORPORATION

CRD#: 7569

BOCA RATON, FL

Past

July 29, 1997 - February 25, 1998

WALDRON & CO., INC.

CRD#: 868

IRVINE, CA

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".

L & S ADVISORS, INC

CRD#: 140923 / SEC#: 801-66849

RIA

Registered Investment Advisory firm - (6/5/2006 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.

Highlighted states indicate IAR registrations

IAR

California
(3/21/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/5/2009

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/5/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2009

General Securities Representative Examination

Current Firm

L & S ADVISORS, INC

CRD#: 140923 / SEC#: 801-66849

RIA

Registered Investment Advisory firm - (6/5/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

11766 Wilshire Blvd Suite 845, Los Angeles, CA 90025

Mailing Address

Phone number

(310) 893-6060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

L & S ADVISORS FORM ADV PART 2A & 2B (6/23/2025)

Regulatory assets under management

Total Number of Accounts	1,691
AUM (Assets Under Management)	$ 1,052,549,765

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ofer Ben-menahem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ofer Ben-menahem's CRS (Customer Relationship Summary).

Certified licenses

Experience

RVW WEALTH LLC

FIRST FOUNDATION ADVISORS

MERCER GLOBAL ADVISORS INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NATIONAL SECURITIES CORPORATION

WALDRON & CO., INC.

Primary Firm SEC Registration

L & S ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2009

Series 65

Date: 1/14/1999

Series 63

Date: 7/29/1997

SIE

Date: 5/5/2015

Series 7

Date: 7/20/2009

Current Firm

L & S ADVISORS, INC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

L & S ADVISORS, INC

TRUST BUT VERIFY

Similar Advisors