Edward Heath Benway

Employer firm

Measured Wealth Private Client Group, LLC CRD 170442

$528M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  H. Beck, Inc.
  Rockville, MD
• 04/2014 → Present
  Measured Wealth Private Client Group, Llc
  Portsmouth, NH
• 06/2014 → Present
  Measured Wealth Private Client Group - South, Llc
  Portsmouth, NH

Previous Registrations

• 2016-12-01 → 2017-02-08
  Sb Advisory, Llc
  Portsmouth, NH
  Atlanta, GA
• 2009-01-26 → 2015-07-06
  Grove Point Investments, Llc
  Warwick, RI
  Portsmouth, NH
• 2014-09-17 → 2014-12-19
  The Commonwealth Group
  Portsmouth, NH
• 2006-02-24 → 2009-01-23
  Osaic Fs, Inc.
  Portsmouth, NH
  York, ME
  Kennebunk, ME
  Saco, ME
  York, ME

Other Businesses

LRI FINANCIAL GROUP, LLC POSITION: MEMBER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2006 ADDRESS: 303 ISLINGTON ST, PORTSMOUTH NH 03801 DESCRIPTION: FINANCIAL PARTNER MEASURED WEALTH PRIVATE CLIENT GROUP, LLC POSITION: OWNER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/29/2008 ADDRESS: 303 ISLINGTON ST, PORTMSOUTH NH 03801 DESCRIPTION: INSURANCE REP MEASURED WEALTH PRIVATE CLIENT GROUP, LLC POSITION: PRESIDENT NATURE: FINANCIAL SERVICES OR ADVISOR ACTIVITIES. INVESTMENT RELATED: YES NUMBER OF HOURS: 140 INVESTMENT RELATED HOURS: 125 START DATE: 02/21/2014 ADDRESS: 303 ISLINGTON ST., PORTSMOUTH NH 03801 DESCRIPTION: FINANCIAL PLANNING SERVICES, PORTFOLIO MANAGEMENT FOR INDIVIDUALS AND/OR SMALL BUSINESSES, PENSION CONSULTING SERVICES REAL ESTATE INVESTOR POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1995 ADDRESS: 303 ISLINGTON ST, PORTSMOUTH NH 03801 DESCRIPTION: OWNER OF COMMERCIAL PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2006-02-17
• S63 Uniform Securities Agent State Law Examination
  1994-09-13

Other Names

• Edward Heath Benway
• Edward Heath Benway