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William Evarts Benjamin

Citizens Private Wealth

Tarrytown, NY

Palm Beach, FL

Citizens Securities, Inc.

Syracuse, NY

Palm Beach, FL

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Current Employers
Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-28
  • FL RA
    APPROVED
    Since 2023-09-28

Branch Locations

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

400 Royal Palm Way 3Rd Floor, Palm Beach, FL 33480 • United States

Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-29
  • FL RA
    APPROVED
    Since 2023-06-29

Branch Locations

One Lincoln Center 110 W Fayette St. Ste 1230, Ms: *Nys100, Syracuse, NY 13202 • United States

400 Royal Palm Way Suite 300, Palm Beach, FL 33480 • 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
First Republic Bank Palm Beach FL 03/2015 06/2023
First Republic Securities Company Palm Beach FL 05/2015 06/2023
Citizens Bank Palm Beach FL 06/2023 Present
Citizens Securities, Inc. Palm Beach FL 06/2023 Present
Citizens Private Wealth Palm Beach FL 09/2023 Present
  • 03/2015 → 06/2023
    First Republic Bank
    Palm Beach, FL
  • 05/2015 → 06/2023
    First Republic Securities Company
    Palm Beach, FL
  • 06/2023 → Present
    Citizens Bank
    Palm Beach, FL
  • 06/2023 → Present
    Citizens Securities, Inc.
    Palm Beach, FL
  • 09/2023 → Present
    Citizens Private Wealth
    Palm Beach, FL
Previous Registrations
  • 2019-08-20 → 2023-06-16
    J.P. Morgan Private Wealth Advisors Llc
    Palm Beach, FL
    San Francisco, CA
  • 2015-06-09 → 2019-08-06
    J.P. Morgan Private Wealth Advisors Llc
    Palm Beach, FL
    San Francisco, CA
  • 2015-02-23 → 2015-03-13
    Strategic Advisers Llc
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-02
S63 Uniform Securities Agent State Law Examination 2011-10-06
  • S66 Uniform Combined State Law Examination
    2015-02-02
  • S63 Uniform Securities Agent State Law Examination
    2011-10-06
Other Names
  • William Benjamin
  • William Evarts Benjamin
  • William Evarts Benjamin
  • William Evarts Benjamin

View on SEC IAPD

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Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
CITIZENS PRIVATE WEALTH · TARRYTOWN, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY

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