Benjamin LoturcoCRD Number: 6079883
Current Firm: Cadaret Grant & Co Inc.
Benjamin Loturco (CRD# 6079883) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Franklin Square, NY and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Loturco & Company||Franklin Square, NY||Jun 2012 - Current||5|
|Cadaret, Grant & Company, Inc.||Franklin Square, NY||Jun 2012 - Current||5|
|Mercy Medical Center||Rockville Centre, NY||Sep 2009 - May 2012||2|
|Loturco & Company||Franklin Square, NY||Jan 2012 - Apr 2012||< 1|
|Hofstra University||Hempstead, NY||Sep 2007 - Dec 2011||4|
|Vineyard Caterers||Aquebogue, NY||Jun 2007 - Aug 2007||< 1|
|Garden City High School||Garden City, NY||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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