Benchmark Securities LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
159940
Registered since
August 27, 2012

Firm profile

FINTRX

Overview

Benchmark Securities LLC is organized as a limited liability company and first registered with the SEC in 2012. Public filings classify the firm as “Unclassified” and identify its owner type as a domestic entity and individual. The record indicates the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser. The dataset supplies very limited operational detail: fields for client base, fee structure, business activities and advisory activities are blank. That lack of reported advisory detail suggests a minimal public footprint as an investment-advisory business; it may operate outside the typical RIA model, be dormant, or simply not report advisory assets in the referenced source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Raymond Madden

    Raymond Madden

    CEO and CCOCRD 2283328

  • Daniel Yarbrough

    Daniel Yarbrough

    CFOCRD 6115754

Contacts

3 of 14
  • Todd Norris

    Senior Vice PresidentCRD 1141095

  • James Bucko

    Vice PresidentCRD 1356747

  • Mark Tamoney

    Vice President, Municipal TradingCRD 1596991

Unlock 11 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
250 S Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth