Benjamin Holtz (CRD# 7455140) is an Investment Advisor Representative working at Sugi Capital Management, Inc. in Scarsdale, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sugi Capital Management, Inc. | Scarsdale, NY | Feb 2024 - Current | < 1 |
| Scarsdale | Scarsdale, NY | May 2022 - Current | 2 |
| Citadel Securities Americas LLC | New York, NY | Aug 2021 - May 2022 | < 1 |
| Kynikos Associates | New York, NY | Oct 2015 - Jul 2021 | 5 |
| Starwood Real Estate Securities | Greenwich, CT | May 2013 - Sep 2015 | 2 |
- NY
- PA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$1,835,455
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Other
NY, PA
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