Michelle Benicta
Investment adviser representative at Syon Capital LLC
12 yearsExperience
1 stateRegistered in
$4.4BFirm assets
4 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Syon Capital LLCSep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to Sep 2022
- Wells Fargo Clearing Services, LLCNov 2019 to Nov 2021
- Wells Fargo Bank, NAApr 2017 to Nov 2021
- Trader JoesMar 2017 to Apr 2017
- UnemployedFeb 2017 to Mar 2017
- Haleiwa JoesSep 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Syon Capital LLC
$4.4BAssets managed
72Clients
12Advisers
4 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
- 7201957
- Firm CRD
- 322776