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Inactive

Donald George Bennyhoff

Bennyhoff & Co.

Phoenixville, PA

CRD 2159233

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Employer firm

Bennyhoff & Co. CRD 329720

5 advisory clients

Reported services (Item 5G)

  • Selection of other advisers
  • INVESTMENT CONSULTING

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

Current Employers
Bennyhoff & Co.

Phoenixville, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-14
  • PA RA
    APPROVED
    Since 2024-03-14

Branch Locations

Phoenixville, PA • 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
The Vanguard Group, Inc. Malvern PA 03/1998 10/2020
Portfolio Solutions, Llc Troy MI 10/2020 12/2022
Prime Capital Investment Advisors, Llc Overland Park KS 12/2022 05/2023
Prime Capital Investment Advisors, Llc Overland Park KS 12/2022 05/2023
Bennyhoff & Co., Llc Phoenixville PA 12/2023 Present
Retired Phoenixville PA 05/2023 12/2023
  • 03/1998 → 10/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2020 → 12/2022
    Portfolio Solutions, Llc
    Troy, MI
  • 12/2022 → 05/2023
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 12/2022 → 05/2023
    Prime Capital Investment Advisors, Llc
    Overland Park, KS
  • 12/2023 → Present
    Bennyhoff & Co., Llc
    Phoenixville, PA
  • 05/2023 → 12/2023
    Retired
    Phoenixville, PA
Previous Registrations
  • 2022-12-09 → 2023-05-22
    Overland Park, KS
    Naples, FL
    Phoenixville, PA
  • 2021-02-01 → 2022-12-16
    Liberty Wealth Advisors, Llc
    Phoenixville, PA
  • 1999-01-04 → 2002-10-31
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-24
S63 Uniform Securities Agent State Law Examination 1991-08-28
  • S65 Uniform Investment Adviser Law Examination
    1994-02-24
  • S63 Uniform Securities Agent State Law Examination
    1991-08-28
Designations
  • Chartered Financial Analyst
Other Names
  • Don Bennyhoff

View on SEC IAPD

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