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Samuel Lee Benson

Moelis & Co. LLC

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About Samuel Lee Benson

Samuel Benson is a financial advisor at Moelis & Co. LLC. He is registered with FINRA and has passed the Series 7, Series 79, Series 63, and SIE exams. Samuel has been in the industry since August 2018 and has a current employment with Moelis & Co. LLC, in the Los Angeles, CA office.

Firm Information

Samuel Benson is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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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Samuel Benson’s Registration & Firm History

CA

08/06/2018 - Present

Moelis & Co. LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 03/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/04/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel Lee Benson. Review regulatory record here.
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