Michael Benkovic
CFP®Professional Summary
Michael Benkovic, CFP® is a registered financial advisor currently at DVB PRIVATE WEALTH located in Harrisburg, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
Current Firm
DVB PRIVATE WEALTH | LIFE BEYOND YOU | DVB PRIVATE WEALTH LLC
Contact Information
Main Address
4800 Linglestown Road Suite 304, Harrisburg, PA 17112Phone Number
(717) 652-6901# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
538AUM (Assets Under Management)
$225,713,958Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
State Registrations and Notice Filings
(8/21/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Benkovic's CRS (Customer Relationship Summary).
Similar Advisors
VERTEX PARTNERS
PORTFOLIO DESIGN SERVICES, LLC
GOLDMAN SACHS & CO. LLC
LODESTAR SECURITIES CORP.
