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JB

Jeremy M. Benner

STARWOOD CAPITAL, L.L.C.
Arlington, VA 22209
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CRD#: 7201331
JB

Professional summary


Jeremy Michael Benner, who also goes by Jeremy Benner, is a registered financial professional currently at STARWOOD CAPITAL, L.L.C. located in Arlington, Virginia.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2020. Jeremy has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy Benner

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) - BD


Click below to view Jeremy Michael Benner'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

October 27, 2021 - Present

STARWOOD CAPITAL, L.L.C.

Office #1: 1525 Wilson Boulevard, Suit 825, Arlington, VA 22209
BD
CRD#: 146057
Arlington, VA
Past

June 29, 2020 - October 20, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Austin, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Arkansas
(3/8/2023)
RR
Illinois
(11/14/2022)
RR
Indiana
(11/6/2023)
RR
Iowa
(3/8/2023)
RR
Kansas
(3/8/2023)
RR
Kentucky
(3/8/2023)
RR
Michigan
(11/6/2023)
RR
Minnesota
(3/8/2023)
RR
Missouri
(3/8/2023)
RR
Nebraska
(3/8/2023)
RR
North Dakota
(3/8/2023)
RR
Ohio
(11/7/2023)
RR
South Dakota
(3/8/2023)
RR
Wisconsin
(3/8/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/26/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2020
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SC
STARWOOD CAPITAL, L.L.C.
591 CAPITAL SECURITIES, L.L.C. | STARWOOD CAPITAL, L.L.C.

CRD#: 146057 / SEC#: , 8-67788

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
591 West Putnam Avenue, Greenwich, CT 06830
Mailing Address
591 West Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 422-7775
Established
Delaware since 08/02/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STARWOOD CAPITAL GROUP HOLDINGS, L.P.MEMBER
BOULIER, CHARLES JOSEPHFINOP6766152
GUTTIN, MATTHEW SCOTTCEO/CCO5801291
STARWOOD CAPITAL GROUP HOLDINGS GP, L.L.C.MANAGER

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


STARWOOD CAPITAL, L.L.C.

CRD#: 146057Arlington, VA 22209

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