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BM

Benjamin H. Matzell

VERACITY CAPITAL
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 5775081
BM

Professional summary

Benjamin Hodgkins Matzell, who also goes by Benjamin Hodgkins Matzell, Benjamin Matzell, Benjamin H Matzell, is a registered financial advisor currently at VERACITY CAPITAL LLC located in Newport Beach, California.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Benjamin has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Benjamin Hodgkins Matzell | Benjamin Matzell | Benjamin H Matzell

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) - RIA

Click below to view Benjamin Hodgkins Matzell'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

July 24, 2019 - Present

VERACITY CAPITAL LLC

Office #1: 4100 Newport Place Suite 255, Newport Beach, CA 92660
RIA
CRD#: 304272
NEWPORT BEACH, CA
Past

September 14, 2018 - December 10, 2019

F3LOGIC, LLC

RIA
CRD#: 289863
BURNSVILLE, MN
Past

July 6, 2018 - September 18, 2018

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

July 6, 2018 - September 18, 2018

NUVEEN SECURITIES, LLC

BD
CRD#: 469
NEWPORT BEACH, CA
Past

February 27, 2018 - May 9, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
IRVINE, CA
Past

February 27, 2018 - May 9, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
IRVINE, CA
Past

December 19, 2014 - January 9, 2018

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
IRVINE, CA
Past

August 12, 2013 - January 9, 2018

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
IRVINE, CA
Past

October 21, 2011 - July 15, 2013

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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".
VC
VERACITY CAPITAL LLC
VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934

RIA
Registered Investment Advisory firm - (7/11/2019 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
California
(7/24/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/31/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2011
General Securities Representative Examination

Current Firm

VC
VERACITY CAPITAL LLC
VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934

RIA
Registered Investment Advisory firm - (7/11/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2859 Paces Ferry Road Suite 635, Atlanta, GA 30339
Mailing Address
Phone number
(844) 508-7884
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (20 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-VERACITY CAPITAL LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,744
AUM (Assets Under Management)$ 695,437,335

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

VERACITY CAPITAL LLC

CRD#: 304272Newport Beach, CA 92660

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