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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Cline Sims is an investment advisor representative at The Coury Firm. Sims has been in the industry for more than 12 years and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of California, Delaware, Florida, Pennsylvania, and West Virginia. Prior to joining The Coury Firm, Sims worked at GOLDMAN SACHS & CO. LLC and MERCER ALLIED COMPANY, L.P. in Canonsburg, PA, and MORGAN STANLEY SMITH BARNEY in Pittsburgh, PA. Sims holds the Series 3, Series 7, and Series 66 licenses. The Coury Firm is a Registered Investment Adviser with over 1.1 Billion dollars in regulatory assets under management. The firm provides financial planning, portfolio management, and advisory services to individuals, businesses, trusts, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
1
2
PA
03/18/2024 - Present
THE Coury Firm (PITTSBURGH PA)
PA
01/04/2021 - 02/08/2023
GOLDMAN SACHS & CO. LLC (CANONSBURG PA)
PA
07/18/2011 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
PA
06/07/2010 - 11/10/2010
MORGAN STANLEY SMITH BARNEY (PITTSBURG PA)
BOTH
Issued 08/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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