Benjamin Armstrong, financial advisor Winnetka IL
96 score

Benjamin Armstrong

CRD Number: 1892842
Current Firm: Conifer Bay Capital LLC

Benjamin Armstrong (CRD# 1892842) is an Investment Advisor Representative working at Conifer Bay Capital LLC in Winnetka, IL and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Conifer Bay Capital LLC Winnetka, IL Mar 2017 - Current 1
Rmb Capital Management, LLC Chicago, IL Nov 2011 - Mar 2017 5
Fiduciary Asset Management Inc. St. Louis, MO Apr 2008 - Aug 2011 3
William Blair & Company LLC Chicago, IL Jul 1997 - Apr 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Contact Info for Benjamin J. Armstrong
Phone Number: 312-650-9529
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $918,977
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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