Benefit Finance Securities, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
45113
Registered since
September 1, 1998

Firm profile

FINTRX

Overview

Benefit Finance Securities, LLC is organized as a limited liability company and is recorded as an SEC-registered entity since 1998. Ownership is listed as a combination of a domestic entity and an individual. The firm appears in FINTRX as "Unclassified" and is not identified as a capital allocator. The profile flags several negative indicators rather than practice areas: the firm is not noted as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. FINTRX does not enumerate the firm's core advisory activities, fee structure, or a defined client base in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Chasen Cohan

    Chasen Cohan

    Registered RepresentativeCRD 6792736

  • John Hunt

    John Hunt

    Registered RepresentativeCRD 1951361

  • Stephen Anderson

    Stephen Anderson

    DirectorCRD 1181095

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
14605 N 73rd St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth