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Salim A. Nathani
BENZER CAPITAL
Missouri City, TX 77459
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CRD#: 4327196
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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.
BUSINESS OWNERSHIP: DIRHAM LLC/BENZER ADVISOR SERVICES; VP MEMBER; CONSULTING; TEXAS 77478; JULY 2004; 1-9 HOURS PER MONTH/BENZER TAX AND BUSINESS SERVICE; VP MEMBER; TAX PREPARATION; SUGAR LAND, TEXAS 77478; MARCH 2010; 1-9 HOURS PER MONTH/NISHANA HOLDINGS, LLC; MEMBER; MANAGER FOR PRIVATE INVESTMENT; SUGAR LAND, TX 77478; YES PRIVATE REAL ESTATE AND NON REAL ESTATE INVESTMENT; OCTOBER 2014; 1-9 HRS/ NISHANA MANAGED FUNDS GP, LLC; MEMBER; MANAGER FOR HEDGE FUNDS INVESTMENT; SUGAR LAND, TX 77478; FEBRUARY 2018; 1-9 HRS / TRAINBRIGHT, LLC; MEMBER; EARLY CHILDHOOD EDUCATION[PASSIVE MEMBER]; SUGAR LAND, TX 77478; NO; NOVEMBER 2014/NISHANA HOLDINGS I, LP; MEMBER; LIMITED PARTNERSHIP FOR PRIVATE INVESTMENT; SUGAR LAND, TEXAS 77478; YES PRIVATE EQUITY LIMITED PARTNERSHIP FOR REAL ESTATE AND NON REAL ESTATE INVESTMENT; DECEMBER 2014; 1-9 HRS / NISHANA HOLDINGS II, LP; MEMBER; LIMITED PARTNERSHIP FOR PRIVATE INVESTMENT; SUGAR LAND, TEXAS 77478; YES PRIVATE EQUITY LIMITED PARTNERSHIP FOR REAL ESTATE AND NON REAL ESTATE INVESTMENT; FEBRUARY 2018; 1-9 HRS./ NISHANA MANAGED RISK FUND, LP; MEMBER; LIMITED PARTNERSHIP FOR HEDGE FUND INVESTMENT; SUGAR LAND, TEXAS 77478; YES HEDGE FUND; MAY 2017; 1-9 HRS./ NATHANI FAMILY HOLDINGS, LLC, MEMBER, LIMITED LIABILITY COMPANY; FAMILY INVESTMENT HOLDINGS; DECEMBER 2017; 1-9 HRS.
OUTSIDE EMPLOYMENT: PRESIDENT, TLVS DJB 1717, INC DBA THE LITTLE VILLAGE SCHOOL, SUGAR LAND, TEXAS 77478, JUNE 2017 - PRESENT, 1-9 HRS
INDEPENDENT BROKERING: AMERICAN GENERAL LIFE INSURANCE COMPANY; 08/21/2012 / BANNER LIFE INSURANCE COMPANY, 02/20/2014 / DENTICARE, INC.; 04/26/2008 / GENWORTH LIFE AND ANNUITY INSURANCE COMPANY; 01/01/2007 / GENWORTH LIFE INSURANCE COMPANY; 12/04/2002 / HUMANA HEALTH PLAN OF TEXAS, INC.; 02/11/2010 / HUMANA INSURANCE COMPANY; 04/21/2004 / HUMANADENTAL INSURANCE COMPANY; 02/23/2007 / LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE; 08/29/2012 / METROPOLITAN LIFE INSURANCE COMPANY; 09/19/2001 / NATIONWIDE LIFE INSURANCE COMPANY; 08/29/2001 PRINCIPAL LIFE INSURANCE COMPANY; 06/05/2009/ PRINCIPAL NATIONAL LIFE INSURANCE COMPANY; 01/21/2016 / PRUCO LIFE INSURANCE COMPANY; 08/23/2014 / RELIANCE STANDARD LIFE INSURANCE COMPANY; 05/06/2014 / TIME INSURANCE COMPANY; 04/15/2013 / UNICARE LIFE & HEALTH INSURANCE COMPANY; 12/30/2003 / UNITED OF OMAHA LIFE INSURANCE COMPANY;02/23/2018; YES; LIFE, HEALTH, DISABILITY, LIABILITY / UNITEDHEALTHCARE INSURANCE COMPANY03/29/2019; YES; HEALTH / UNITEDHEALTHCARE OF TEXAS, INC.03/29/2019; YES; HEALTH
BOARDS OF DIRECTORS: BRIGHT OFFERINGS; NON PROFIT PROMOTING EARLY CHILDHOOD EDUCATION BY SUPPORTING CHILDREN, PARENTS, ADULTS, EDUCATORS AND MANAGEMENT THROUGH TRAINING AND FOOD PROGRAMS; CHAIRMAN; SUGAR LAND TEXAS; NO; OCTOBER 2014; 1-9 HRS / H-GAC LOCAL DEVELOPMENT COMPANY, A CERTIFIED DEVELOPMENT COMPANY PROMOTING ECONOMIC DEVELOPMENT AND JOB CREATION; BOARD OF DIRECTOR; MARCH 2017; 1-9 HRS / HEXCARR INDUSTRIES, LLC; STARTUP INNOVATIVE HOUSEHOLD PRODUCT SOLUTION, 1216 ILLINOIS ST, SUITE B, SOUTH HOUSTON TX 77587; DIRECTOR ADVISORY BOARD; 1-9 HRS / SILK WORLDWIDE, LLC; ECOMMERCE; 5010 WRIGHT ROAD STE 100, STAFFORD TX 77477; DIRECTOR ADVISORY BOARD; 1-9 HRS
FIDUCIARY ACTIVITIES; SON
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®
Start date: 2005
Experience
Current
May 15, 2015 - Present
BENZER CAPITAL
Office #1: 5320 Highway 6 Suite 200, Missouri City, TX 77459RIA
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
Louisiana(7/31/2023)
IAR
Texas(5/15/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BC
BENZER CAPITAL
BENZER CAPITAL | BENZER CAPITAL, LLC
CRD#: 175286 / SEC#:
Louisiana
Registered Investment Advisory firm - (7/31/2023 Approved)Texas
Registered Investment Advisory firm - (5/13/2015 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 96,997,063 |
Red Flags
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