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Michael Benklifa
14 Years of Experience
Highland Park, NJ
1 DisclosureMay Earn Commission
Michael Benklifa is a registered investment advisor at Aliya Financial, based in Highland Park, NJ, with 14 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on account complexity or overall household relationship size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Highland Park, NJ
Get directionsHistory
Regulatory History (1)
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Financial
March 2019Final
Employment History
Current Registrations
Aliya Financial
June 2026 - Present · 4 mos
Previous Registrations
LPL Enterprise, LLCBroker
March 2025 - March 2026 · 1 yr
Alight Financial Solutions, LLCBroker
May 2022 - April 2023 · 11 mos
Alight Financial Advisors, LLC
April 2022 - April 2023 · 1 yr
Better Options LLC
December 2020 - April 2022 · 1 yr 4 mos
USAA Investment Management Company
August 2018 - January 2020 · 1 yr 5 mos
USAA Financial Advisors, INC.Broker
August 2018 - January 2020 · 1 yr 5 mos
USAA Investment Management CompanyBroker
August 2018 - August 2018 · 0 mos
MML Investors Services, LLC
March 2018 - July 2018 · 4 mos
MML Investors Services, LLCBroker
September 2017 - July 2018 · 10 mos
Princor Financial Services Corporation
July 2015 - October 2015 · 3 mos
Princor Financial Services CorporationBroker
April 2015 - October 2015 · 6 mos
Prestoncrest Capital Advisors, LLC.
August 2014 - December 2014 · 4 mos
Othello Consulting, INC.
March 2009 - August 2014 · 5 yrs 5 mos
UBS Financial Services INC.
October 2006 - August 2008 · 1 yr 10 mos
UBS Financial Services INC.Broker
October 2006 - August 2008 · 1 yr 10 mos
AXA Advisors, LLC
May 2006 - August 2006 · 3 mos
AXA Advisors, LLCBroker
May 2006 - August 2006 · 3 mos
State Registrations1 state
NJ
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.
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