Benjamin CadayCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management27,972MILLIONS
Total Number of Accounts70,048ACCOUNTS
Average Account Value$399,332
- 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)
- Educational seminars/workshops
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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