Benjamin Belmonte valadez
Investment adviser representative at D.A. Davidson & Co.
14 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- D.A. Davidson & Co.Mar 2025 to now
- UnemployedDec 2024 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Dec 2024
- Bank of America, N.A.Jun 2022 to Jun 2023
- UnemployedFeb 2022 to Apr 2022
- TeslaSep 2020 to Jan 2022
- UnemployedJul 2020 to Sep 2020
- Slakey Brothers Inc.Jun 2018 to Jul 2020
- El Capitan High SchoolDec 2015 to Sep 2018
- Uc MercedAug 2014 to May 2018
- Castle FarmsJun 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 7543701
- Firm CRD
- 199