Philip Piedt (CRD# 5532987) is an Investment Advisor Representative working at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL and has over 12 years of experience in the finance industry. Philip Piedt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benchmark Financial Wealth Advisors LLC | Boca Raton, FL | Jan 2018 - Current | 6 |
| Benchmark Financial Insurance Advisors, LLC | Boca Raton, FL | Jan 2018 - Current | 6 |
| Benchmark Financial Benefits & Risk Services, Llc- | Boca Raton, FL | Jan 2018 - Jan 2021 | 3 |
| Benchmark Financial Wealth Advisors LLC | Boca Raton, FL | Jul 2017 - Dec 2018 | 1 |
| American Portfolios Financial Services Inc. | Holbrook, NY | May 2012 - Jul 2017 | 5 |
| Benchmark Financial Group | Boca Raton, FL | Jan 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- FL
- TX
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Total Assets Under Management549MILLIONS
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Total Number of Accounts1,004ACCOUNTS
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Average Account Value$546,831
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, NC, NH, NJ, NY, PA, TN, TX
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