Benyamin Lipschitz
Benyamin Lipschitz is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 43 years of industry experience. Benyamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
330 W 38th St Ste 901, New York, NY, 10018
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1993Customer Dispute
December 1992Other Business ActivitiesSells Insurance
Benyamin is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care products, spending a few hours per week on this. He also serves as a board member for Young Israel of Oceanside, owns investment property, operates Elite Financial Solutions (a DBA for financial services), and owns EFS 330-901 LLC for rent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Green Hill Financial Service CorporationBroker
Mayer and Meyer Resources, INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.