IB
Itzhak Ben-david
STATECON CAPITAL MANAGEMENT
Bexley, OH
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CRD#: 6994740
IB
Professional summary
Itzhak Ben-david is a registered financial advisor currently at STATECON CAPITAL MANAGEMENT, LLC located in Bexley, Ohio.
Itzhak is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Itzhak has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Itzhak Ben-david'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®
NoneExperience
Current
August 30, 2018 - Present
STATECON CAPITAL MANAGEMENT, LLC
RIA
CRD#: 298163
Bexley, OH
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
Illinois(8/30/2018)
IAR
Ohio(9/4/2018)
Current Firm
SC
STATECON CAPITAL MANAGEMENT, LLC
STATECON CAPITAL MANAGEMENT, LLC
CRD#: 298163 / SEC#:
Illinois
Registered Investment Advisory firm - (8/30/2018 Approved)Ohio
Registered Investment Advisory firm - (9/4/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5630 S. Kimbark Ave., Chicago, IL 60637
Mailing Address
Phone number
(773) 620-3602
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,400,305 |
Red Flags
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