Philip Piedt, financial advisor Boca Raton FL
93 score

Philip Piedt

CRD Number: 5532987
Current Firm: Benchmark Financial Wealth Advisors LLC

Philip Piedt (CRD# 5532987) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has over 6 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
American Portfolios Financial Services Inc. Holbrook, NY May 2012 - Current 5
Axa Advisors, LLC New York, NY May 2011 - May 2012 1
Benchmark Financial Group Boca Raton, FL Jan 2010 - May 2011 1
Palm Beach Atlantic University West Palm Beach, FL Aug 2007 - Dec 2010 3
Kovack Securities Inc. Ft. Lauderdale, FL May 2008 - Mar 2010 1
Freman & Supran Pa West Palm Beach, FL Jan 2009 - May 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Philip N. Piedt
Phone Number: (561) 416-2992
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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