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Benjamin Arya Hamid-khani

Investment adviser representative at Havenshare Financial, LLC
11 yearsExperience
1 stateRegistered in
$670.5MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Havenshare Financial, LLCJun 2017 to now
  2. Southern Methodist UniversitySep 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (TX).

Havenshare Financial, LLC

$670.5MAssets managed
7Clients
2Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5267706
Firm CRD
167236
Advisor's SEC record (opens in a new tab)
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