Benjamin Durham
Investment adviser representative at Valen Private Capital, LLC.
11 yearsExperience
1 stateRegistered in
$482.6MFirm assets
Under 1 yearFirm 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
Experience
11 years in the industry.
- Valen Private Capital, LLC.Jun 2026 to now
- Sanctuary Securities, Inc.Jun 2026 to now
- Bank of America, N.A.Jun 2022 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jun 2026
- MML Investors Services, LLCOct 2021 to Jun 2026
- Lenox AdvisorsAug 2021 to Feb 2022
- Massmutual Life Insurance CompanyAug 2021 to Feb 2022
- Equitable Advisors, LLCFeb 2020 to Sep 2021
- AXA Advisors, LLCFeb 2020 to Feb 2020
- Wildfire, LLCMay 2017 to May 2017
- UnemployedJan 2017 to Feb 2020
- Global Wealth and Investment ManagementJun 2016 to Jan 2017
- Wake Forest UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valen Private Capital, LLC.
$482.6MAssets managed
89Clients
2Advisers
Under 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
- 7218747
- Firm CRD
- 342364