Alexandra C. Pino

BENEFIT FIDUCIARY GROUP LLC

Richmond, VA 23230

Some features on this profile are disabled

CRD#: 5213508

Professional summary

Alexandra Cheryl Pino, who also goes by Alexandra Pino, is a registered financial advisor currently at BENEFIT FIDUCIARY GROUP LLC located in Richmond, Virginia.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Alexandra has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Pino

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.

NAME: RENT HOME IN ATLANTA; INV REL: N; ADD: 757 BERRYDALE DR, ATLANTA, GA 30328; NATURE: RENT HOME; POSITION: HOWEOWNER; START DATE: 03/13; NO. HR/MO: 0; NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: NONE-I HAVE A PROPERTY MANAGER WHO RUNS THE RENTAL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Cheryl Pino'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

April 15, 2021 - Present

BENEFIT FIDUCIARY GROUP LLC

Office #1: 6802 Paragon Place Suite 126, Richmond, VA 23230

RIA

CRD#: 291252

Richmond, VA

Past

July 26, 2017 - December 31, 2020

MML DISTRIBUTORS, LLC

CRD#: 38030

SPRINGFIELD, MA

Past

October 20, 2006 - November 28, 2016

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BENEFIT FIDUCIARY GROUP LLC

BENEFIT FIDUCIARY GROUP LLC | SPHERIENT RETIREMENT LLC

CRD#: 291252 / SEC#: 801-113176

RIA

Registered Investment Advisory firm - (5/7/2018 Approved)

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

Virginia
(4/15/2021)

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: 4/6/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/19/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BENEFIT FIDUCIARY GROUP LLC

BENEFIT FIDUCIARY GROUP LLC | SPHERIENT RETIREMENT LLC

CRD#: 291252 / SEC#: 801-113176

RIA

Registered Investment Advisory firm - (5/7/2018 Approved)

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

6802 Paragon Place Suite 126, Richmond, VA 23230

Mailing Address

Phone number

(804) 457-2309

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (1/10/2025)

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 466,610,623

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.

Similar Advisors

Joseph Mcvey

UBS FINANCIAL SERVICES INC.

IAR

Powhatan, VA

Karen Jones

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Richmond, VA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexandra C. Pino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Cheryl Pino's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML DISTRIBUTORS, LLC

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

BENEFIT FIDUCIARY GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2021

Series 63

Date: 10/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/22/2012

Series 6

Date: 10/19/2006

Current Firm

BENEFIT FIDUCIARY GROUP LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENEFIT FIDUCIARY GROUP LLC

TRUST BUT VERIFY

Similar Advisors