CB
Christopher G. Benoit
CB CAPITAL LLC
NORTH SMITHFIELD, RI 02896
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CRD#: 7058010
CB
Professional summary
Christopher G. Benoit, CFP® is a registered financial advisor currently at CB CAPITAL LLC located in North Smithfield, Rhode Island.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher 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.
I am Vice president of the Anchor Auto Group, located at 949 to 1041 Eddie Dowling Highway, North Smithfield, RI 02896, a non-investment related auto dealership with the Subaru and Nissan brands. I have worked there since August 1998 and devote approximately 160 hours/month to the position and approximately 80 hours are devoted during trading hours. In addition, I am President and owner of CB Capital Reinsurance Ltd., located at 949 Eddie Dowling Highway, North Smithfield, RI 02896. This is an automotive reinsurance company that allows automotive dealers fulfill their warranty obligations for vehicle service and powertrain contracts, GAP insurance, tire and wheel protection, and other vehicle after-sale products. The business is an automotive related business and not an investment related business. CB Capital Reinsurance was started in 2014. The hours that I dedicate to this business are included in the 160 hours at Anchor Auto Group, and the same 80 hours apply during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher G. Benoit'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
January 23, 2019 - Present
CB CAPITAL LLC
Office #1: 949 Eddie Dowling Highway, North Smithfield, RI 02896RIA
CRD#: 300200
NORTH SMITHFIELD, RI
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
Florida(9/6/2022)
IAR
Massachusetts(3/11/2021)
IAR
Pennsylvania(8/26/2022)
IAR
Rhode Island(1/23/2019)
Current Firm
CC
CB CAPITAL LLC
CB CAPITAL LLC
CRD#: 300200 / SEC#:
Florida
Registered Investment Advisory firm - (9/6/2022 Approved)Massachusetts
Registered Investment Advisory firm - (3/11/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (8/26/2022 Approved)Rhode Island
Registered Investment Advisory firm - (1/23/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
949 Eddie Dowling Highway, North Smithfield, RI 02896
Mailing Address
Phone number
(401) 768-3361
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 444 |
| AUM (Assets Under Management) | $ 118,070,247 |
Red Flags
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Company Information
CB CAPITAL LLC
CRD#: 300200North Smithfield, RI 02896TRUST BUT VERIFY
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