Nicolas Benit has been an investment adviser representative at We Financial Group since January 2026, and is not listed among the firm’s executive officers or direct owners.
We Financial Group LLC is a San Francisco, CA firm with $127M under management, 140 clients and 4 advisers in one office, as of its April 2026 filing.
Nicolas Benit is Financial Planning Specialist of We Financial Group. Benit has over ten years of experience in wealth management and financial advising at institutions including Banque Courtois and Société Générale, and joined Oui Financial in 2024.
- We Financial GroupCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 298549
Investment adviser representative registrations
Nicolas Benit is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 17 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicolas Jean Francis Benit
- CRD
- 8041716
- Firm
- We Financial Group · CRD 298549
- Office
- San Francisco, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefinancial.group
Where does Nicolas Benit work?
Nicolas Benit is an investment adviser representative registered through We Financial Group LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicolas Benit a financial advisor?
Yes. Nicolas Benit has a current investment-adviser registration in California, through We Financial Group since January 2026.
How many years of experience does Nicolas Benit have?
Nicolas Benit has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Nicolas Benit passed?
Nicolas Benit passed the Series 65 in January 2026.
Where is Nicolas Benit based?
Nicolas Benit’s registered office is in San Francisco, CA.
Is Nicolas Benit registered with FINRA?
No. Nicolas Benit has no current broker registration.
How can I verify Nicolas Benit’s record?
Search CRD 8041716 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicolas Benit’s full registration record.
