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Employer firm

Benchmark Financial Wealth Advisors LLC CRD 287966

$766M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Benchmark Financial Wealth Advisors Llc

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-22
FL RA APPROVED 2022-10-31
TX RA APPROVED 2022-10-20
  • NJ RA
    APPROVED
    Since 2026-05-22
  • FL RA
    APPROVED
    Since 2022-10-31
  • TX RA
    APPROVED
    Since 2022-10-20

Branch Locations

900 Us-9 #601, Woodbridge, NJ 07095 • United States

2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431 • 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
Benchmark Financial Wealth Advisors Llc Boca Raton FL 09/2022 Present
Benchmark Financial Wealth Advisors Llc Boca Raton FL 09/2022 10/2022
Pnc Bank Cleveland OH 06/2018 08/2019
University Of Pittsburgh Pittsburgh PA 06/2016 05/2017
Morgan Stanley Boca Raton FL 06/2017 08/2017
University Of Pittsburgh Pittsburg PA 08/2017 12/2017
Unemployed Boca Raton FL 01/2018 06/2018
Pnc Bank Pittsburgh PA 08/2019 08/2022
Benchmark Financial Insurance Llc Boca Raton FL 10/2022 Present
  • 09/2022 → Present
    Boca Raton, FL
  • 09/2022 → 10/2022
    Boca Raton, FL
  • 06/2018 → 08/2019
    Pnc Bank
    Cleveland, OH
  • 06/2016 → 05/2017
    University Of Pittsburgh
    Pittsburgh, PA
  • 06/2017 → 08/2017
    Morgan Stanley
    Boca Raton, FL
  • 08/2017 → 12/2017
    University Of Pittsburgh
    Pittsburg, PA
  • 01/2018 → 06/2018
    Unemployed
    Boca Raton, FL
  • 08/2019 → 08/2022
    Pnc Bank
    Pittsburgh, PA
  • 10/2022 → Present
    Benchmark Financial Insurance Llc
    Boca Raton, FL
Other Businesses

Alexander "Alex" Ligeti is a licensed insurance agent in the states of FL, MA, MO, PA, and CT through Benchmark Financial Insurance LLC. 2351 NW Boca Raton Blvd. Suite 100, Boca Raton, FL. 33431 -Insurance- Member since 10/2022 - He spends 25 hours a month and one hour during trading hours per month, approximately on insurance business.

Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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