Michelle T. Benicta
Professional summary
Michelle Trinity Benicta, who also goes by Michelle Trinity Benicta, Michelle Benicta, is a registered financial advisor currently at SYON CAPITAL LLC located in San Francisco, California.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michelle has worked at 3 firms and has passed the Series 66, Series 6TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Trinity Benicta's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2022 - Present
SYON CAPITAL LLC
Office #1: 555 Montgomery St. Ste 1250, San Francisco, CA 94111January 31, 2022 - September 20, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 31, 2022 - September 20, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 3, 2020 - December 23, 2021
WELLS FARGO CLEARING SERVICES, LLC
October 23, 2020 - December 23, 2021
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
SYON CAPITAL LLC
CRD#: 322776 / SEC#: 801-126386
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 10/23/2020
General Securities Representative ExaminationCurrent Firm
SYON CAPITAL LLC
CRD#: 322776 / SEC#: 801-126386
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 869 |
| AUM (Assets Under Management) | $ 2,933,416,209 |
Red Flags
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