Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
John Benevides, financial advisor Palo Alto CA
90 score

John Benevides

CRD Number: 6079531
Current Firm: Ctc Mycfo, LLC

John Benevides (CRD# 6079531) is an Investment Advisor Representative working at Ctc Mycfo, LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.

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Altos Investments, Inc.
Company Name Location Dates Years
Harris Mycfo, LLC Chicago, IL Sep 2010 - Current 6
Family Office Exchange Chicago, IL May 2005 - Aug 2010 5
Corporate Executive Board Washington, DC Feb 1996 - May 2005 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for John A. Benevides
Phone Number: (650) 210-5000
Firm Website:
Registered State(s):
  • CA
  • IL
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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