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BV

Benjamin Volok

BLUE OWL SECURITIES
San Francisco, CA
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CRD#: 4462462
BV

Professional summary


Benjamin Volok, who also goes by Ben Volok, is a registered financial professional currently at BLUE OWL SECURITIES located in San Francisco, California.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2001. Benjamin has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ben Volok

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 Volok's CRS (Customer Relationship Summary).
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 24, 2017 - Present

BLUE OWL SECURITIES

BD
CRD#: 283250
San Francisco, CA
Past

February 4, 2016 - October 20, 2016

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

February 7, 2013 - January 20, 2016

CION SECURITIES, LLC

BD
CRD#: 15487
NEW YORK, NY
Past

April 1, 2010 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

December 4, 2001 - March 16, 2010

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT

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
Alabama
(1/14/2025)
RR
Alaska
(1/14/2025)
RR
Arizona
(1/26/2017)
RR
Arkansas
(1/14/2025)
RR
California
(1/14/2025)
RR
Colorado
(2/6/2017)
RR
Connecticut
(1/14/2025)
RR
Delaware
(1/14/2025)
RR
District of Columbia
(1/14/2025)
RR
Florida
(1/14/2025)
RR
Georgia
(1/14/2025)
RR
Hawaii
(1/14/2025)
RR
Idaho
(8/1/2019)
RR
Illinois
(1/14/2025)
RR
Indiana
(1/14/2025)
RR
Iowa
(1/14/2025)
RR
Kansas
(1/14/2025)
RR
Kentucky
(1/14/2025)
RR
Louisiana
(1/14/2025)
RR
Maine
(1/14/2025)
RR
Maryland
(1/14/2025)
RR
Massachusetts
(1/14/2025)
RR
Michigan
(1/14/2025)
RR
Minnesota
(1/14/2025)
RR
Mississippi
(1/14/2025)
RR
Missouri
(1/14/2025)
RR
Montana
(8/1/2019)
RR
Nebraska
(1/14/2025)
RR
Nevada
(2/16/2017)
RR
New Hampshire
(1/14/2025)
RR
New Jersey
(1/14/2025)
RR
New Mexico
(2/17/2017)
RR
New York
(1/14/2025)
RR
North Carolina
(1/14/2025)
RR
North Dakota
(1/3/2024)
RR
Ohio
(1/21/2025)
RR
Oklahoma
(1/14/2025)
RR
Oregon
(1/14/2025)
RR
Pennsylvania
(1/14/2025)
RR
Puerto Rico
(1/14/2025)
RR
Rhode Island
(1/14/2025)
RR
South Carolina
(1/14/2025)
RR
South Dakota
(1/3/2024)
RR
Tennessee
(1/14/2025)
RR
Texas
(1/14/2025)
RR
Utah
(1/24/2017)
RR
Vermont
(1/14/2025)
RR
Virginia
(1/14/2025)
RR
Washington
(1/3/2024)
RR
West Virginia
(1/14/2025)
RR
Wisconsin
(1/14/2025)
RR
Wyoming
(2/1/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 12/14/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BO
BLUE OWL SECURITIES
BLUE OWL SECURITIES | OWL ROCK SECURITIES | OWL ROCK CAPITAL SECURITIES LLC | BLUE OWL SECURITIES LLC

CRD#: 283250 / SEC#: , 8-69744

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
375 Park Avenue, New York, NY 10152
Mailing Address
375 Park Avenue 4th Floor, New York, NY 10152
Phone number
(212) 419-3000
Established
Delaware since 12/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BLUE OWL CAPITAL GROUP LLCSOLE MEMBER
AMATO, KERRI ANNCHIEF COMPLIANCE OFFICER4710835
CONNOR, SEAN RICHARDPRESIDENT AND CHIEF EXECUTIVE OFFICER6019182
DIRESTA, ANDREWFINOP7459031

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


BLUE OWL SECURITIES

CRD#: 283250San Francisco, CA

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