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Benjamin Hodgkins Matzell

Veracity Capital LLC

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About Benjamin Hodgkins Matzell

Benjamin Hodgkins Matzell is an investment advisor representative with Veracity Capital LLC. Benjamin Matzell is licensed to provide investment advisory services in California. Benjamin Matzell has been in the financial services industry for over 10 years. Benjamin Matzell has held previous positions at Nuveen Securities, LLC, LPL Financial LLC, Mercer Allied Company, L.P., and Fidelity Brokerage Services LLC. Benjamin Matzell has a Series 63, 65, 7 and SIE license. Veracity Capital LLC provides financial planning, portfolio management, and selection of other advisors.

Firm Information

Benjamin Matzell is currently registered with Veracity Capital LLC. Veracity Capital LLC is an investment advisor headquartered in Atlanta, GA. The firm advises individuals, high-net-worth individuals, and corporations. Veracity Capital offers financial planning, pension consulting, and portfolio management services. They manage approximately $695 million in assets.
Veracity Capital LLC

2859 PACES FERRY ROAD

ATLANTA, GA 30339

$695.44M

Assets Under Management

4

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Matzell’s Registration & Firm History

GA

07/24/2019 - Present

Veracity Capital LLC (ATLANTA GA)

CA

07/06/2018 - 09/18/2018

NUVEEN SECURITIES, LLC (NEWPORT BEACH CA)

CA

02/27/2018 - 05/09/2018

LPL FINANCIAL LLC (IRVINE CA)

CA

08/12/2013 - 01/09/2018

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

NH

10/21/2011 - 07/15/2013

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

IA

Issued 12/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Hodgkins Matzell.
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