Benedict Ingegneri, financial advisor Warwick RI
93 score

Benedict Ingegneri

CRD Number: 1136862
Current Firm: Ivy Wealth Management, Inc.

Benedict Ingegneri (CRD# 1136862) is an Investment Advisor Representative working at Ivy Wealth Management, Inc. in Warwick, RI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Ivy Wealth Management, Inc. South Kingstown, RI Feb 2018 - Current < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Current 1
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
Contact Info for Benedict J. Ingegneri
Phone Number: 401-681-4266
Firm Website: http://www.ivywealth.net
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $140,516
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
  • Pension consulting services
Types of Clients
Registered States

MA, RI, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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