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Guy Benjamin Rush

Wealthpenn.comllc

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About Guy Benjamin Rush

Guy Benjamin Rush is a financial advisor with over 6 years of experience in the industry. He is currently registered with Morgan Stanley in Alpharetta, GA and has previously been registered with E*TRADE SECURITIES LLC. Guy Benjamin Rush is a licensed securities professional with a broad range of experience in financial advising. He has worked in various roles at Publix Super Markets, E*TRADE SECURITIES LLC, and E*TRADE Capital Management LLC, giving him a well-rounded perspective on the financial world. He is currently focused on providing financial guidance and solutions to his clients at Morgan Stanley. Guy Benjamin Rush holds a Series 63 license and is a registered representative. He is also a licensed securities principal with a Series 24 license.

Firm Information

Guy Rush is currently registered with Wealthpenn.comllc. WEALTHPENN.COMLLC is a Limited Liability Company registered in New York and formed on February 2, 2009. The firm manages over $1.4 trillion in assets for a range of clients, including high-net-worth individuals, corporations, and investment companies. They offer a variety of advisory services, including financial planning, asset allocation, and portfolio management, with a focus on pension consulting and educational seminars. They have a strong presence across the United States, with registered representatives in all 50 states.
Wealthpenn.comllc

3 Edison Drive

Alpharetta, GA 30005

$1.40T

Assets Under Management

335,385

Total Clients

23,624

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Guy Rush’s Registration & Firm History

GA

09/28/2023 - Present

Wealthpenn.comllc (Alpharetta GA)

GA

07/13/2017 - 09/05/2023

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 9/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/24/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/2/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 4/25/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 5/13/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Guy Benjamin Rush.
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Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

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