ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
42yrs

Vicki Lynn Benjamin

Financial advisor at Stance Capital

Boston, MA 02116Top 2% by experience in BostonFiduciary advisor
Call the officeDirections

At a glance

Experience42 years (since 1984)
How that compares ?Top 2% by experience in Boston
Office131 Dartmouth Street 3rd Floor, Boston, MA 02116
How the firm is paid ?Percent of assets
States licensed ?1 state

Services through Stance Capital

Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Jun 2026 – now
    Stance Capital LLCCurrent firm
  2. 2018 – 2024
    Karner Blue Capital, LLCPreviously

Questions to ask Vicki

Tailored to Vicki’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Vicki

How do I contact Vicki?

Call Stance Capital at 617-875-1062 and ask for Vicki Lynn Benjamin. Vicki works from the Boston, MA office.

How long has Vicki been a financial advisor?

Vicki has been in the industry since 1984, about 42 years. Top 2% by experience in Boston.

What licenses does Vicki hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Vicki a fiduciary?

Vicki is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Vicki paid?

Stance Capital reports being paid by a percentage of the assets they manage. Ask Vicki for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Mayflower Advisors
47yrs
Lloyd George Glazer
Financial advisor
265 Franklin Street Suite 401
Boston, MA 02110
Top advisor by experience at Mayflower Advisors
Fiduciary
Call Directions
Morgan Stanley
47yrs
Donald Ray Stanton
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
PlanningInvesting
Call Directions
Morgan Stanley
47yrs
J Michael Powell
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
Osbon Capital Management
47yrs
John Fredrick Osbon
Financial advisor
75 State Street Suite 100
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions

See all advisors near Boston