PB
Peter M. Benin
BENIN MANAGEMENT CORP
WILTON, CT
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CRD#: 4392689
PB
Professional summary
Peter Michael Benin is a registered financial advisor currently at BENIN MANAGEMENT CORP located in Wilton, Connecticut.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Michael Benin'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®
NoneExperience
Current
January 24, 1994 - Present
BENIN MANAGEMENT CORP
RIA
CRD#: 110988
WILTON, CT
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".
BM
BENIN MANAGEMENT CORP
BENIN MANAGEMENT CORP
CRD#: 110988 / SEC#: 801-9326
RIA
Registered Investment Advisory firm - (6/4/1973 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
Connecticut(1/24/1994)
Exams
Current Firm
BM
BENIN MANAGEMENT CORP
BENIN MANAGEMENT CORP
CRD#: 110988 / SEC#: 801-9326
RIA
Registered Investment Advisory firm - (6/4/1973 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wilton, CT
Mailing Address
Phone number
(203) 762-3295
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,012 |
| AUM (Assets Under Management) | $ 520,975,970 |
Red Flags
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