Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benedetto? Claim Your ProfileBenedetto Falcone is an investment advisor representative with Kayne Anderson Rudnick Investment Management, LLC. Benedetto has been in the industry since June 13, 2001. Benedetto is registered to provide investment advice in California. Kayne Anderson Rudnick Investment Management, LLC is a firm based in Los Angeles, California. The firm provides financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The firm has 23 investment advisor representatives and 19 registered representatives. The firm primarily works with high net worth individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
10/13/2023 - Present
Kayne Anderson Rudnick Investment Management, LLC (PRINCETON NJ)
NY
07/09/2015 - 09/27/2023
VT DISTRIBUTORS LLC (NEW YORK NY)
PA
06/21/2012 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (WEST CONSHOHOCKEN PA)
PA
06/01/2010 - 10/05/2010
INVESCO DISTRIBUTORS, INC. (WEST CONSHOHOCKEN PA)
PA
04/23/2008 - 06/01/2010
MORGAN STANLEY DISTRIBUTION, INC. (WEST CONSHOHOCKEN PA)
NY
08/30/1996 - 10/12/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 06/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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