Morgan Stanley
43yrs
Top advisor by experience in Woodmere
25yrs
Steven Benjamin
Financial advisor at LPL Financial
Steven Benjamin is a fiduciary financial advisor in Woodmere, New York, with 25 years in the industry. Steven joined LPL Financial in 2021, after three years at B. Riley Wealth Advisors and nine years at M&t Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5 advisors with offices in Woodmere, and one of 4 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
OfficeWoodmere, NY
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther 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.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2018 – 2021B. Riley Wealth Advisors, Inc.Previously
- 2010 – 2018M&t Securities, Inc.Previously
- Mar 2008 – Dec 2008MerrillPreviously
Contact Steven
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Steven. Woodmere, NYOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Steven
How do I contact Steven?
Call LPL Financial at (704) 733-3300 and ask for Steven Benjamin. Steven works from the Woodmere, NY office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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