Benjamin Hodgkins Matzell

Employer firm

Veracity Capital LLC CRD 304272

$800M regulatory AUM 4 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

• 07/2013 → 01/2018
  The Ayco Company, L.P.
  Irvine, CA
• 01/2018 → 03/2018
  Lpl Financial
  Irvine, CA
• 05/2018 → 08/2018
  Nuveen Securities, Llc
  Newport Beach, CA
• 09/2018 → 12/2019
  F3 Logic, Llc
  Irvine, CA
• 07/2019 → Present
  Veracity Capital Llc
  Costa Mesa, CA

Previous Registrations

• 2018-09-14 → 2019-12-10
  F3Logic, Llc
  Burnsville, MN
• 2018-07-06 → 2018-09-18
  Nuveen Asset Management, Llc
  Chicago, IL
• 2018-02-27 → 2018-05-09
  Lpl Financial Llc
  Irvine, CA
• 2014-12-19 → 2018-01-09
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-18
• S63 Uniform Securities Agent State Law Examination
  2011-10-31

Other Names

• Benjamin Matzell
• Benjamin Hodgkins Matzell
• Benjamin H Matzell