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Hao My Ngo

Capital Benchmark Partners, LLC

Atlanta, GA

CRD 5544291

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Employer firm

Capital Benchmark Partners, LLC CRD 175099

$56.3M regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • BUSINESS PLANNING AS TO RETIREMENT AND TAXES

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Benchmark Partners, Llc

2342 Perimeter Park Dr Suite 200, Atlanta, GA 30341 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-21
CA RA APP_PEND_IARCE 2026-01-09
NY RA APPROVED 2025-04-28
TX RA APPROVED 2023-10-27
GA RA APPROVED 2015-04-07
  • VA RA
    APPROVED
    Since 2026-07-21
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-09
  • NY RA
    APPROVED
    Since 2025-04-28
  • TX RA
    APPROVED
    Since 2023-10-27
  • GA RA
    APPROVED
    Since 2015-04-07

Branch Locations

2342 Perimeter Park Dr Suite 200, Atlanta, GA 30341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Benchmark Partners, Llc Atlanta GA 01/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-21
  • S66 Uniform Combined State Law Examination
    2010-05-21
Designations
  • Certified Financial Planner
Other Names
  • Helen My Ngo
  • Helen Ngo
  • Hao Ngo
  • Helen M. Ngo

View on SEC IAPD

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