Gerald R. Benjamin

CPA WEALTH ADVISORS

Atlanta, GA 30342

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CRD#: 4813196

Professional summary

Gerald Richard Benjamin, who also goes by Gerry Benjamin, is a registered financial advisor currently at CPA WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gerald has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerry Benjamin

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.

MOG LODGING INVESTORS LLC, 5565 GLENRIDGE CONNECTOR, SUITE 825, ATLANTA, GA 30342. START DATE: 01/2006. 5 HOURS PER MONTH. CEO AND CO-FOUNDER. GREENSKY, LLC, 5565 GLENRIDGE CONNECTOR, SUITE 700, ATLANTA, GA 30342. START DATE 01/2016. 40 HOURS PER WEEK. VICE CHAIRMAN & DIRECTOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Richard Benjamin'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 7, 2014 - Present

CPA WEALTH ADVISORS, LLC

Office #1: 5565 Glenridge Connector Suite 825, Atlanta, GA 30342

RIA

CRD#: 170129

Atlanta, GA

Past

April 19, 2005 - December 6, 2007

ANKURA CAPITAL ADVISORS, LLC

CRD#: 114155

ATLANTA, GA

Past

November 22, 2004 - April 15, 2005

CBW SECURITIES, LLC

CRD#: 132023

ATLANTA, GA

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

Florida
(3/22/2019)

IAR

Georgia
(1/7/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/19/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/1/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 10/5/2004

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/21/2004

General Securities Principal Examination

Current Firm

CPA WEALTH ADVISORS, LLC

ADVISORSITRUST | CPA WEALTH ADVISORS, LLC

CRD#: 170129 / SEC#:

Florida

Registered Investment Advisory firm - (3/22/2019 Approved)

Georgia

Registered Investment Advisory firm - (1/3/2014 Approved)

South Carolina

Registered Investment Advisory firm - (2/27/2017 Approved)

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Contact information

Main Address

5565 Glenridge Connector Suite 825, Atlanta, GA 30342

Mailing Address

Phone number

(770) 843-0399

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Gerald R. Benjamin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Richard Benjamin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CPA WEALTH ADVISORS, LLC

ANKURA CAPITAL ADVISORS, LLC

CBW SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2013

Series 63

Date: 7/29/2004

Series 7

Date: 7/1/2004

Series 27

Date: 10/5/2004

Series 24

Date: 9/21/2004

Current Firm

CPA WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CPA WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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