Steven Benjamin is a CFA-designated registered investment advisor at Nest Egg, based in Conshohocken, PA, with 19 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,832 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Location
20 Ash Street, Suite 330, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Steven is a representative at Nest Investments LLC and an executive vice president at Addison Capital Co, both registered investment advisors. These roles take about a quarter and over half of Steven's time, respectively.
Employment History
Current Registrations
Addison Capital
Nest Egg
Nest Investments Bd LLCBroker
Previous Registrations
Revl Securities, LLCBroker
Kildare Capital, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 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.