BR
BR

Benjamin Reitzes

29 Years of Experience
New York, NY

Benjamin Reitzes is a registered investment advisor at Melius Research, based in New York, NY, with 29 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 155 clients.

Compensation
Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

152 W. 57th St., 6th Floor, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin is the CEO of BAR Consulting, which advises on various growth strategies. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Melius Research
May 2023 - Present · 3 yrs
Previous Registrations
Sharenett Securities LLCBroker
February 2022 - March 2023 · 1 yr 1 mo
Moelis & Company LLCBroker
June 2015 - March 2021 · 5 yrs 9 mos
Barclays Capital INC.Broker
September 2008 - April 2015 · 6 yrs 7 mos
Lehman Brothers INC.Broker
March 2008 - September 2008 · 6 mos
UBS Securities LLCBroker
November 2000 - March 2008 · 7 yrs 4 mos
Painewebber IncorporatedBroker
November 1995 - November 2000 · 5 yrs
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.