Brian Benson

HOSKIN CAPITAL

Broad Brook, CT

Some features on this profile are disabled

CRD#: 7219209

Professional summary

Brian Benson, CFP®, who also goes by Brian Joseph Benson, is a registered financial advisor currently at HOSKIN CAPITAL located in Broad Brook, Connecticut.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Joseph Benson

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.

- Adjunct Professor for Elms College in Chicopee MA from March 2020-ongoing. Compensation is approx. $3k per class. Classes taught consistent with his CFP certification. - Tax accounting, non IA related, no commissions - Brightside Benefit, non IA related, no commissions

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Benson'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 15, 2024 - Present

HOSKIN CAPITAL

RIA

CRD#: 310527

Broad Brook, CT

Past

January 15, 2020 - October 31, 2022

ST. GERMAIN INVESTMENT MANAGEMENT

RIA

CRD#: 155186

SPRINGFIELD, MA

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

Connecticut
(4/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HOSKIN CAPITAL

HOSKIN CAPITAL | HOSKIN CAPITAL, LLC

CRD#: 310527 / SEC#:

Arizona

Registered Investment Advisory firm - (2/3/2022 Approved)

California

Registered Investment Advisory firm - (10/7/2020 Approved)

Colorado

Registered Investment Advisory firm - (10/21/2021 Approved)

Connecticut

Registered Investment Advisory firm - (4/15/2024 Approved)

Florida

Registered Investment Advisory firm - (5/2/2025 Approved)

Michigan

Registered Investment Advisory firm - (2/21/2024 Approved)

Texas

Registered Investment Advisory firm - (11/16/2021 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Lakewood, CO

Mailing Address

Phone number

(970) 401-5101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 7,876,516

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian Benson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Benson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOSKIN CAPITAL

ST. GERMAIN INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

HOSKIN CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOSKIN CAPITAL

TRUST BUT VERIFY

Similar Advisors