Guy Benstead, financial advisor Greenbrae CA

Guy Benstead

CRD Number: 1179261
Current Firm: Kcm Investment Advisors

Guy Benstead (CRD# 1179261) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Kcm Investment Advisors San Rafael, CA Feb 2021 - Current 3
Shelton Capital Management Greenwich, CT Jan 2019 - Jan 2021 2
Imst Distributors, LLC Corte Madera, CA Feb 2016 - Feb 2019 3
Cedar Ridge Partners Corte Madera, CA Mar 2005 - Jan 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Guy J. Benstead
Phone Number: 415-461-7788
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,181
    MILLIONS
  • Total Number of Accounts
    3,508
    ACCOUNTS
  • Average Account Value
    $1,476,946
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, LA, MA, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA, WI, WV, WY

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