Steven A. Bencivenga
Professional summary
Steven Anthony Bencivenga JR, who also goes by Steve Bencivenga, Steven Bencivenga Jr, Steven Bencivenga, is a registered financial advisor currently at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC located in Red Bank, New Jersey and ALEXANDER CAPITAL, L.P. located in Red Bank, New Jersey.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Steven has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Anthony Bencivenga JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2023 - Present
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Office #1: 10 Drs James Parker Blvd, Suite 202, Red Bank, NJ 07701July 14, 2023 - Present
ALEXANDER CAPITAL, L.P.
Office #1: 10 Drs James Parker Blvd, Suite 202, Red Bank, NJ 07701January 28, 2020 - July 27, 2023
LAIDLAW WEALTH MANAGEMENT LLC
November 21, 2013 - July 27, 2023
LAIDLAW & COMPANY (UK) LTD.
September 17, 2013 - November 21, 2013
CLARK DODGE & CO., INC.
June 29, 2000 - September 17, 2013
WINDSOR STREET CAPITAL, LP
January 12, 1999 - June 15, 2000
BELL INVESTMENT GROUP, INC.
May 14, 1998 - December 2, 1998
J.P. TURNER & COMPANY, L.L.C.
February 9, 1998 - May 1, 1998
JOSEPHTHAL & CO., INC.
Primary Firm SEC Registration
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
CRD#: 157714 / SEC#: 801-112997
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/14/2023)
(7/14/2023)
(8/11/2023)
(7/27/2023)
(7/14/2023)
(7/19/2023)
(8/25/2023)
(10/5/2023)
(9/11/2023)
(7/14/2023)
(8/11/2023)
(7/21/2023)
(7/17/2023)
(7/14/2023)
(8/11/2023)
(7/14/2023)
(7/28/2023)
(7/14/2023)
(8/3/2023)
(7/14/2023)
(7/14/2023)
(7/17/2023)
(8/16/2023)
(7/28/2023)
(7/14/2023)
(7/21/2023)
(7/14/2023)
(8/11/2023)
(7/14/2023)
(7/14/2023)
(7/14/2023)
Exams
FINRA
Current Firm
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
CRD#: 157714 / SEC#: 801-112997
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 999 |
| AUM (Assets Under Management) | $ 212,106,766 |
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.
