Benjamin Durham has been Partner & Director of Financial Planning of Valen Private Capital since June 2026, is a control person of the firm and directly owns under 5% of it. Benjamin Durham holds a B.A. in Economics from Wake Forest University.
Valen Private Capital, LLC. is a Paoli, PA firm with $483M under management, 89 clients and 2 advisers in one office, as of its September 2026 filing.
Benjamin M. Durham is Partner and Director of Financial Planning of Valen Private Capital. He leads the firm's financial planning work and works with clients on planning strategies across retirement, estate, insurance, benefits, cash flow and long-term wealth transfer. Before joining Valen, he spent four years at Merrill Lynch Wealth Management in New York as a relationship manager and team financial planner, and earlier built a practice at Equitable Advisors.
Benjamin Durham’s longest registration was 3 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2022–2026). Before joining Valen Private Capital in 2026, Benjamin Durham was registered through Sanctuary Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Valen Private Capital, LLC.Current– present · under a yearPaoli, PA · Adviser representative · Firm CRD 342364
- Sanctuary Advisors, LLC– · under a yearPaoli, PA · Adviser representative · Firm CRD 226606
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsNew York, NY · Adviser representative · Firm CRD 7691
- Equitable Advisors, LLC– · 1 yearNew York, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Benjamin Durham is registered as an investment adviser representative in Pennsylvania, since June 2026.
- PennsylvaniaSince 8 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 12 March 2020 |
| Series 66 | Uniform Combined State Law Examination | 4 December 2019 |
| SIE | Securities Industry Essentials Examination | 19 August 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7218747
- Firm
- Valen Private Capital · CRD 342364
- Role
- Partner & Director of Financial Planning
- Office
- 43 LEOPARD RD, SUITE 102, Paoli, PA 19301
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- valenpc.com
Where does Benjamin Durham work?
Benjamin Durham has been Partner & Director of Financial Planning of Valen Private Capital, LLC. since June 2026, and is a control person of the firm.
Is Benjamin Durham a financial advisor?
Yes. Benjamin Durham has a current investment-adviser registration in Pennsylvania, through Valen Private Capital since June 2026.
How many years of experience does Benjamin Durham have?
Benjamin Durham has 6 years in the financial industry, since August 2020, across 4 adviser firms.
What exams has Benjamin Durham passed?
Benjamin Durham has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in August 2019.
Where did Benjamin Durham work before Valen Private Capital?
Before Valen Private Capital, Benjamin Durham was registered through Sanctuary Advisors, LLC, June 2026 to June 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2022 to May 2026; Equitable Advisors, LLC, April 2020 to September 2021.
Where is Benjamin Durham based?
Benjamin Durham’s registered office is in Paoli, PA.
Is Benjamin Durham registered with FINRA?
Yes. Benjamin Durham has a current broker registration, under CRD 7218747.
Source: FINRA BrokerCheck
How can I verify Benjamin Durham’s record?
Search CRD 7218747 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Benjamin Durham’s full registration record.
- Bradley StarkChief Compliance Officer
John DurhamFounder and Managing Partner