Philip
Piedt
Benchmark Financial Wealth Advisors LLC
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About this Advisor
Philip Piedt is a financial advisor based in Boca Raton, Florida, working with Benchmark Financial Wealth Advisors LLC. Philip has previously held positions at Benchmark Financial Group, American Portfolios Financial Services Inc, Benchmark Financial Wealth Advisors LLC, Benchmark Financial Benefits & Risk Services, LLC, and Benchmark Financial Insurance Advisors, LLC. Philip has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Philip is part of Benchmark Financial Wealth Advisors LLC, which operates out of Boca Raton, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $549.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Benchmark Financial Wealth Advisors LLC includes asset-based, hourly, fixed, and other fees.
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Benchmark Financial Wealth Advisors LLC Brokerage Details
$549,017,841
10
1,004
$546,831
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Philip Piedt Work History
Benchmark Financial Wealth Advisors LLC
Benchmark Financial Insurance Advisors, LLC
Benchmark Financial Benefits & Risk Services, LLC-
Benchmark Financial Wealth Advisors LLC
American Portfolios Financial Services Inc
Benchmark Financial Group
Disclosures
Please visit the SEC profile of Philip Piedt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benchmark Financial Wealth Advisors LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
