TB
CFA
TB
CFA

Thomas Bender

3 Years of Experience
New York, NY

Thomas Bender is a CFA-designated registered investment advisor at Bender Capital Management, LLC, based in New York, NY, with 3 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Adjustments to fees may be made for reasons such as account size or composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

245 W 135th Street, New York, NY, 10174

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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

Thomas is registered as a representative of Citigroup Global Markets, Inc., but is not currently employed by them and has no relationship that creates a conflict of interest.

Employment History
Current Registrations
Bender Capital Management, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2022 - July 2024 · 1 yr 11 mos
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.
Thomas Bender - Financial Advisor | TrueAdvisor