AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BP

Benjamin D. Port

PERELLA WEINBERG PARTNERS LP
New York, NY 10153
Some features on this profile are disabled
CRD#: 4417816
BP

Professional summary

Benjamin David Port is a registered financial professional currently at PERELLA WEINBERG PARTNERS LP located in New York, New York.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2009. Benjamin has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Benjamin David Port'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®
None

Experience

Current

January 30, 2026 - Present

PERELLA WEINBERG PARTNERS LP

Office #1: 767 Fifth Avenue, New York, NY 10153
BD
CRD#: 138618
New York, NY
Past

October 2, 2023 - February 12, 2026

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
New York, NY
Past

September 2, 2014 - October 3, 2023

MOELIS & COMPANY LLC

BD
CRD#: 145115
NEW YORK, NY
Past

April 2, 2012 - September 11, 2014

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
CHICAGO, IL
Past

September 18, 2009 - September 10, 2010

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/30/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/13/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/21/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PERELLA WEINBERG PARTNERS LP
PADCO ADVISORS L.P. | TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC | TUDOR, PICKERING, HOLT & CO. | TUDOR PICKERING HOLT & CO ADVISORS LP | TPH&CO. THE ENERGY BUSINESS OF PERELLA WEINBERG | TPH&CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH&CO. | TPH & CO. - THE ENERGY BUSINESS OF PERELLA WEINBERG PARTNERS | TPH & CO. | PWP SECURITIES | PERELLA WEINBERG PARTNERS LP | PERELLA WEINBERG | PADCO ADVISORS LLC

CRD#: 138618 / SEC#: , 8-67167

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
767 Fifth Avenue, New York, NY 10153
Mailing Address
767 Fifth Avenue, New York, NY 10153
Phone number
(212) 287-3200
Established
Delaware since 10/11/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PERELLA WEINBERG PARTNERS GROUP LPLIMITED PARTNER
BEDNAR, ANDREW THOMASPARTNER AND CHIEF EXECUTIVE OFFICER1856221
D'ANNA, JOHN R. JR.PARTNER, HEAD OF SALES5387688
GOTTSCHALK, ALEXANDRA KATHLEENPARTNER, CHIEF FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5864478
KAMEN, JUSTIN BARTHOLOMEWCHIEF LEGAL OFFICER AND CORPORATE SECRETARY7047700
MICHAEL, STEPHEN CHADWICKPRESIDENT OF TPH&CO.4430416
NORDEN, VIVIANA CARMONAFINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER4886485
PADCO GP LLCGENERAL PARTNER
RAMANAND, ROSEANNE NANDANICHIEF COMPLIANCE OFFICER AND AML OFFICER5063023
WEINBERG, PETER AMORYCHAIRMAN AND CO-FOUNDER2100495

Disclosures

Regulatory Event2

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

PERELLA WEINBERG PARTNERS LP

CRD#: 138618New York, NY 10153

TRUST BUT VERIFY

Monitor Benjamin Port

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.