Steven Benjamin has been an investment adviser representative at Nest Investments since February 2022, and is not listed among the firm’s executive officers or direct owners. Steven Benjamin holds a BA from the University of Delaware.
Nest Investments LLC is a Conshohocken, PA firm with $132M under management, 2,832 clients and 9 advisers in one office, as of its August 2026 filing.
Steven Benjamin is Investment Advisor of Nest Investments LLC, based in Conshohocken, PA, a role held since February 2022. He is also Senior Portfolio Manager at Addison Capital, Inc. since February 2022. From December 2014 to February 2022 he was President of REVL Capital Group.
Steven Benjamin’s longest registration is the current one, 4 years at Addison Capital since 2022.
- Addison CapitalAlso current– present · 4 yearsConshohocken, PA · Adviser representative · Firm CRD 144853
Investment adviser representative registrations
Steven Benjamin is registered as an investment adviser representative in 2 states. Each was approved in February 2022.
- New JerseySince 28 February 2022
- PennsylvaniaSince 25 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 79 | Investment Banking Registered Representative Examination | 14 April 2016 |
| Series 24 | General Securities Principal Examination | 9 December 2015 |
| Series 3 | National Commodity Futures Examination | 20 April 2007 |
| Series 55 | Limited Representative-Equity Trader Exam | 17 November 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 March 2005 |
| Series 7 | General Securities Representative Examination | 27 October 2004 |
- Name
- Securities Trader Exam
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Richard Benjamin
- CRD
- 4845229
- Firm
- Nest Investments · CRD 286024
- Office
- 20 ASH STREET, SUITE 300, Conshohocken, PA 19428
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hellonestegg.com
Where does Steven Benjamin work?
Steven Benjamin is an investment adviser representative registered through Nest Investments LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Steven Benjamin a financial advisor?
Yes. Steven Benjamin has a current investment-adviser registration in New Jersey and Pennsylvania, through Nest Investments since February 2022.
How many years of experience does Steven Benjamin have?
Steven Benjamin has 20 years in the financial industry, since October 2006, across 2 adviser firms.
What exams has Steven Benjamin passed?
Steven Benjamin has passed 8 licensing exams: the Series 7, Series 63, Series 55, Series 3, Series 24, Series 79, Series 57TO and Series 52TO. The earliest, the Series 7, was passed in October 2004. FINRA credited Steven Benjamin with the SIE, which began in October 2018.
Where is Steven Benjamin based?
Steven Benjamin’s registered office is in Conshohocken, PA.
Is Steven Benjamin registered with FINRA?
Yes. Steven Benjamin has a current broker registration, under CRD 4845229.
Source: FINRA BrokerCheck
How can I verify Steven Benjamin’s record?
Search CRD 4845229 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Benjamin’s full registration record.