Michael Benkovic

DVB PRIVATE WEALTH

HARRISBURG, PA 17112

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CRD#: 4878510

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

Always Fiduciary

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.

1. 07/2026 * DVB RISK MANAGEMENT* NON-VARIABLE INSURANCE *NOT INV REL * LICENSED INSURANCE PRODUCER * MANAGING MEMBER OF LICENSED INSURANCE AGENHRS/MO; 1 DURING SECS TRDG HRS. 2. 07/2026 * DVB CARES * NOT INV REL * SPECIAL NEEDS COORDINATION SERVICES * 30 HRS/MO; 1 DURING SECS TRDG HRS. 3. 06/2026 Receives compensation through book sales. Not investment related. start: 06/2026- 5 hours/mth 4. 06/2026- * DVB Financial LLC* - Managing Member. Direct owner of DVB Private Wealth. start: 06/2026- 5 hours/mth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Benkovic'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 21, 2026 - Present

DVB PRIVATE WEALTH

Office #1: 4800 Linglestown Road Suite 304, Harrisburg, PA 17112

RIA

CRD#: 341684

HARRISBURG, PA

Past

September 17, 2015 - September 8, 2026

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

York, PA

Past

September 17, 2015 - August 25, 2026

LPL FINANCIAL LLC

CRD#: 6413

HARRISBURG, PA

Past

May 30, 2008 - September 21, 2015

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

HARRISBURG, PA

Past

May 30, 2008 - September 21, 2015

FSC SECURITIES CORPORATION

CRD#: 7461

HARRISBURG, PA

Past

February 25, 2005 - May 5, 2008

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MOORESTOWN, NJ

Past

February 16, 2005 - May 5, 2008

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MOORESTOWN, NJ

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

Pennsylvania
(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

State Security Law Exam

IAR

Series 66

Date: 2/24/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2005

General Securities Representative Examination

Current Firm

DVB PRIVATE WEALTH

DVB PRIVATE WEALTH | LIFE BEYOND YOU | DVB PRIVATE WEALTH LLC

CRD#: 341684 / SEC#: 801-136547

RIA

Registered Investment Advisory firm - (6/25/2026 120-Day Approval)

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Contact information

Main Address

4800 Linglestown Road Suite 304, Harrisburg, PA 17112

Mailing Address

Phone number

(717) 652-6901

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (6/23/2026)

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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Michael Benkovic

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Benkovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

DVB PRIVATE WEALTH

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/24/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2005

Current Firm

DVB PRIVATE WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DVB PRIVATE WEALTH

TRUST BUT VERIFY

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