David Bendix has been President of The Bendix Financial Group since January 1999, is a control person of the firm and directly owns 75% or more of it. David Bendix holds a B.S. in Accounting from State University of New York at Binghamton.
The Bendix Financial Group, Inc. is a Garden City, NY firm with $197M under management, 211 clients and 3 advisers in one office, as of its September 2026 filing.
David Bendix is Founder of The Bendix Financial Group, Inc., based in Garden City, NY. He is an Investment Advisor Representative through the firm and a registered representative with Osaic Wealth Inc. Before starting his own firm, Bendix spent many years at Ernst & Young specializing in individual tax and personal financial planning for wealthy families.
- – present · 5 yearsGarden City, NY · Adviser representative · Firm CRD 118999
Professional designations
Listed by The Bendix Financial Group
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Financial Planner (CFP)
- Certified Fund Specialist (CFS)
- Registered Financial Consultant (RFC)
Investment adviser representative registrations
David Bendix is registered as an investment adviser representative in 2 states. Each was approved in August 2021.
- FloridaSince 20 August 2021
- New YorkSince 12 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 12 April 2008 |
| Series 24 | General Securities Principal Examination | 25 November 1996 |
| Series 7 | General Securities Representative Examination | 16 May 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 August 1990 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2081745
- Firm
- The Bendix Financial Group · CRD 118999
- Role
- President
- Office
- 585 STEWART AVE., SUITE 314, Garden City, NY 11530
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bendixfinancial.com
Where does David Bendix work?
David Bendix has been President of The Bendix Financial Group, Inc. since January 1999, and is a control person of the firm.
Is David Bendix a financial advisor?
Yes. David Bendix has a current investment-adviser registration in Florida and New York, through The Bendix Financial Group since August 2021.
How many years of experience does David Bendix have?
David Bendix has 36 years in the financial industry, since August 1990, across 1 adviser firm.
What exams has David Bendix passed?
David Bendix has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 24, Series 53 and Series 52TO. The earliest, the Series 63, was passed in August 1990. FINRA credited David Bendix with the SIE, which began in October 2018.
Where is David Bendix based?
David Bendix’s registered office is in Garden City, NY.
Is David Bendix registered with FINRA?
Yes. David Bendix has a current broker registration, under CRD 2081745.
Source: FINRA BrokerCheck
Is David Bendix a CFP?
The Bendix Financial Group lists David Bendix with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify David Bendix’s record?
Search CRD 2081745 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Bendix’s full registration record.