Benjamin Caday, financial advisor Irvine CA

Benjamin Caday

CRD Number: 2163004
Current Firm: Equitable Advisors, LLC

Benjamin Caday (CRD# 2163004) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irvine, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Mar 2020 - Current 2
Axa Advisors, LLC New York, NY Mar 2020 - Jun 2020 < 1
Unemployed San Clemente, CA Jan 2020 - Feb 2020 < 1
Victra Irvine, CA Jul 2019 - Jan 2020 < 1
Unemployed San Clemente, CA Apr 2018 - Jun 2019 1
Kestra Investments Services San Diego, CA Oct 2016 - Feb 2018 1
Presidential Brokerage, Inc. Englewood, CO Sep 1998 - Oct 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Benjamin S. Caday
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27,972
    MILLIONS
  • Total Number of Accounts
    70,048
    ACCOUNTS
  • Average Account Value
    $399,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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