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Michelle Benicta

Syon Capital LLC

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About Michelle Benicta

Michelle Benicta is a registered investment advisor representative with Syon Capital LLC. Michelle has been in the financial services industry for over 10 years. Michelle is licensed in California, holds Series 66, Series 7TO, and Series 6TO licenses, and has a background with several well-known firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Michelle specializes in providing portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles.

Firm Information

Michelle Benicta is currently registered with Syon Capital LLC. Syon Capital LLC is a Registered Investment Advisor located in San Francisco, CA. The firm offers portfolio management for individuals, businesses, and pooled investment vehicles. Syon Capital has approximately $2.53 billion in regulatory assets under management. They primarily serve high-net-worth individuals with 56 clients. They are also registered with the SEC. You can learn more at their website: https://www.syoncap.com.
Syon Capital LLC

555 MONTGOMERY ST.

SAN FRANCISCO, CA 94111

$2.53B

Assets Under Management

417

Total Clients

9

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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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.

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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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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Michelle Benicta’s Registration & Firm History

CA

10/06/2022 - Present

Syon Capital LLC (SAN FRANCISCO CA)

CA

01/31/2022 - 09/20/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

10/23/2020 - 12/23/2021

WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 12/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Benicta.
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