Benedict Ingegneri (CRD# 1136862) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 40 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Patriot Financial Group | Westborough, MA | Mar 2021 - Current | 3 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Current | 7 |
| Ivy Wealth Management, Inc. | South Kingstown, RI | Feb 2018 - Jun 2021 | 3 |
| Mml Investors Services, Llc D/b/a Baystate | East Providence, RI | May 2003 - Jan 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- RI
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Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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