BS
Benjamin L. Seidenstein
FARTHER
Miami, FL
Some features on this profile are disabled
CRD#: 6152575
BS
Professional summary
Benjamin Louis Seidenstein, CFA, who also goes by Benjamin Seidenstein, is a registered financial advisor currently at FARTHER located in Miami, Florida and GOLDMAN SACHS & CO. LLC located in Miami, Florida.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Benjamin has worked at 2 firms and has passed the Series 66, Series 57TO, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benjamin Seidenstein
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.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Louis Seidenstein'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®
Experience
Current
April 1, 2026 - Present
FARTHER
RIA
CRD#: 302050
Miami, FL
Current
February 22, 2013 - Present
GOLDMAN SACHS & CO. LLC
Office #1: 200 South Biscayne Blvd - Floor 53, Miami, FL 33131RIA
BD
CRD#: 361
MIAMI, FL
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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/18/2013)
RR
Alaska(3/18/2013)
RR
Arizona(3/18/2013)
RR
Arkansas(3/18/2013)
RR
California(3/27/2013)
RR
Colorado(3/18/2013)
RR
Connecticut(3/18/2013)
RR
Delaware(3/18/2013)
RR
District of Columbia(3/18/2013)
RR
Florida(3/18/2013)
RR
Georgia(3/18/2013)
RR
Hawaii(3/18/2013)
RR
Idaho(3/18/2013)
RR
Illinois(3/18/2013)
RR
Indiana(3/18/2013)
RR
Iowa(3/18/2013)
RR
Kansas(1/22/2014)
RR
Kentucky(3/18/2013)
RR
Louisiana(3/18/2013)
RR
Maine(1/22/2014)
RR
Maryland(3/18/2013)
RR
Massachusetts(3/18/2013)
RR
Michigan(1/22/2014)
RR
Minnesota(11/12/2013)
RR
Mississippi(3/18/2013)
RR
Missouri(1/22/2014)
RR
Montana(3/18/2013)
RR
Nebraska(11/12/2013)
RR
Nevada(3/18/2013)
RR
New Hampshire(3/18/2013)
RR
New Jersey(3/18/2013)
RR
New Mexico(1/22/2014)
RR
New York(3/18/2013)
RR
North Carolina(3/19/2013)
RR
North Dakota(1/22/2014)
RR
Ohio(3/18/2013)
RR
Oklahoma(1/22/2014)
RR
Oregon(3/18/2013)
RR
Pennsylvania(3/18/2013)
RR
Puerto Rico(1/22/2014)
RR
Rhode Island(1/22/2014)
RR
South Carolina(1/22/2014)
RR
South Dakota(1/22/2014)
RR
Tennessee(3/18/2013)
RR
Texas(3/18/2013)
IAR
Texas(4/1/2026)
RR
Utah(3/18/2013)
RR
Vermont(1/22/2014)
RR
Virgin Islands(1/22/2014)
RR
Virginia(3/18/2013)
RR
Washington(3/18/2013)
RR
West Virginia(1/22/2014)
RR
Wisconsin(3/18/2013)
RR
Wyoming(3/18/2013)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
Nasdaq Texas, LLC
SRO Registrations
RR
New York Stock Exchange
Current Firm
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
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.
