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BD

Ben V. Duronio

INVST
Colts Neck, NJ 07722
Some features on this profile are disabled
CRD#: 6030782
BD

Professional summary


Ben V Duronio, who also goes by Benjamin VIctor Duronio, is a registered financial advisor currently at INVST, LLC located in Colts Neck, New Jersey.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ben has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Benjamin Victor Duronio

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. Insurance I sometimes utilize outside carriers for disability insurance. Start: 03/01/2014 Address; 120 Broadway, New York, New York 37th Floor, 10271 2 bus hrs per month Investment related 2. Wrestling Coach I am an assistant wrestling coach at Ocean Township High School Start: 11/29/2019 Address: 550 W Park Ave, Oakhurst, NJ 07755 20 non bus hrs per month Not investment related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ben V Duronio'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

January 24, 2022 - Present

INVST, LLC

Office #1: 293 Rt 34, Colts Neck, NJ 07722
RIA
CRD#: 282863
Colts Neck, NJ
Past

May 22, 2017 - January 27, 2022

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
COLTS NECK, NJ
Past

October 5, 2016 - January 27, 2022

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
COLTS NECK, NJ

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".
IL
INVST, LLC
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA
Registered Investment Advisory firm - (2/16/2016 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
New Jersey
(1/24/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IL
INVST, LLC
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA
Registered Investment Advisory firm - (2/16/2016 Approved)
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Contact information


Main Address
3625 E 96th St, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 202-1891
Established
Firm type
Fiscal year end
# of Employees
65

SEC notice filing (41 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)

Regulatory assets under management


Total Number of Accounts6,777
AUM (Assets Under Management)$ 1,786,624,623

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.

Company Information


INVST, LLC

CRD#: 282863Colts Neck, NJ 07722

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