Benjamin Hodgkins Matzell
Investment adviser representative at Veracity Capital LLC
13 yearsExperience
1 stateRegistered in
$799.8MFirm assets
7 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.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Veracity Capital LLCJul 2019 to now
- F3 Logic, LLCSep 2018 to Dec 2019
- Nuveen Securities, LLCMay 2018 to Aug 2018
- LPL FinancialJan 2018 to Mar 2018
- The Ayco Company, L.P.Jul 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Veracity Capital LLC
$799.8MAssets managed
362Clients
10Advisers
7 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
- 5775081
- Firm CRD
- 304272