Coleman Anthony Benson
Investment adviser representative at Ridgegate Advisors, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$119MFirm assets
Are you Coleman Anthony Benson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Crusonia Wealth Advisors, LLCOct 2026 to now
- Ridgegate Advisors, LLCSep 2025 to now
- Ridgegate AlternativesDec 2022 to Sep 2026
- Emerson Equity LLCJul 2020 to Sep 2026
- Ae Wealth Management, LLCFeb 2020 to Dec 2025
- Madison Avenue Securities, LLCFeb 2020 to Jul 2020
- Ridgegate Financial, LLCOct 2017 to Sep 2026
- Ridgegate InsuranceOct 2017 to Sep 2026
- Door Pro AmericaJan 2017 to Apr 2017
- Brixx Wood Fired PizzaDec 2016 to Oct 2017
- IntertelOct 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Ridgegate Advisors, LLC
$119MAssets managed
206Clients
7Advisers
1 yearIn 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
- 6946354
- Firm CRD
- 334233