Benchmark Wealth Management, LLC

Benchmark Wealth Management, LLC (CRD# 160192) is a financial advisory firm headquartered in Old Lyme, CT. They manage $362,068,172 in 770 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $470,218
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, MI, NH, NJ, NY, RI, TX

Financial Advisors at Benchmark Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Britt
CRD#: 2193989
83 Halls Road, Suite 201, Old Lyme, CT 06371

Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 23 years of experience in the finance industry.

2
Richard W. Stout
CRD#: 4128864
83 Halls Road, Suite 201, Old Lyme, CT 06371

Richard Stout (CRD# 4128864) is an Investment Advisor Representative working at Benchmark Wealth Management, LLC in Old Lyme, CT and has over 24 years of experience in the finance industry.

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