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Benjamin Wirtshafter

Capital Client Group, Inc.

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About Benjamin Wirtshafter

Benjamin Wirtshafter is an investment advisor representative with Capital Client Group, Inc., based in Los Angeles, California. Benjamin has been in the industry since 2016 and holds Series 63, 66, 7 and SIE licenses. Benjamin previously worked with Pershing LLC in Jersey City, New Jersey and GFA Securities, LLC, and People's Securities, Inc., both located in New York. Benjamin is registered in California and New York and is currently an active investment advisor representative in New York. Benjamin is also an active investment advisor representative with Capital Client Group, Inc..

Firm Information

Benjamin Wirtshafter is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

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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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

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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other

As agreed upon in a manner that covers registrant's costs

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Benjamin Wirtshafter’s Registration & Firm History

CA

10/11/2024 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NJ

07/07/2017 - 07/26/2021

PERSHING LLC (JERSEY CITY NJ)

NY

10/12/2016 - 08/09/2017

GFA SECURITIES, LLC (NEW YORK NY)

NY

11/02/2016 - 04/24/2017

PEOPLE'S SECURITIES, INC. (New York NY)

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Licenses & Designations

BOTH

Issued 08/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Wirtshafter.
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