Benjamin Wirtshafter
Investment adviser representative at Capital Client Group, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
Are you Benjamin Wirtshafter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
10 years in the industry.
- Capital Client Group, Inc.Oct 2024 to now
- Capital Group / American Funds Distributors, Inc.Apr 2024 to now
- PonteraMar 2022 to Mar 2024
- BNY Mellon Wealth ManagementJun 2021 to Mar 2022
- BNY Mellon Pershing LLCJun 2017 to May 2021
- Gerstein Fisher / Gfa Securities LLC / People's Securities, Inc.Feb 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 6690040
- Firm CRD
- 6247