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Salim A. Nathani

BENZER CAPITAL
Missouri City, TX 77459
Some features on this profile are disabled
CRD#: 4327196
SN

Professional summary

Salim Ali Nathani, CFP® is a registered financial advisor currently at BENZER CAPITAL located in Missouri City, Texas.

Salim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Salim has worked at 3 firms and has passed the Series 66, SIE and Series 7 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 Salim Ali Nathani'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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

January 23, 2026 - Present

BENZER CAPITAL

Office #1: 5320 Highway 6 Suite 200, Missouri City, TX 77459
RIA
CRD#: 175286
Missouri City, TX
Past

May 15, 2015 - December 31, 2025

BENZER CAPITAL

RIA
CRD#: 175286
MISSOURI CITY, TX
Past

May 30, 2001 - April 21, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SUGAR LAND, TX
Past

April 20, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 20, 2001 - April 21, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SUGAR LAND, TX

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
Texas
(1/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/21/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/18/2001
General Securities Representative Examination

Current Firm

BC
BENZER CAPITAL
BENZER CAPITAL | BENZER CAPITAL, LLC

CRD#: 175286 / SEC#:

Louisiana
Registered Investment Advisory firm - (12/31/2025 Failure to Renew)
Texas
Registered Investment Advisory firm - (1/23/2026 Approved)
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Contact information

Main Address
5320 Highway 6 Suite 200, Missouri City, TX 77459
Mailing Address
Phone number
(713) 979-2300
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts465
AUM (Assets Under Management)$ 96,997,063

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

BENZER CAPITAL

CRD#: 175286Missouri City, TX 77459

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