William Benjes has been an investment adviser representative at 1620 Investment Advisors since February 2006, and is not listed among the firm’s executive officers or direct owners. William Benjes holds a B.A. in Economics from Georgetown University and an MBA from New York University.
1620 Investment Advisors, Inc. is a Plymouth, MA firm with $242M under management, 242 clients and 3 advisers in one office, as of its June 2026 filing.
William Benjes is Portfolio Manager at 1620 Investment Advisors, Inc., based in Plymouth, Massachusetts. He joined the firm in April 2004. Earlier, he worked at Smith Barney from 1963, spending fifteen years there as a Portfolio Manager, then was Chief Investment Officer and Senior Portfolio Manager at Fort Hill Investors for seven years. He founded Stratfield Investment Management and ran it for fourteen years, and was a Portfolio Manager at Delta Financial from 2002 to 2004.
William Benjes’ longest registration is the current one, 20 years at 1620 Investment Advisors since 2006. Before joining 1620 Investment Advisors in 2006, William Benjes was registered through Delta Financial Management Corp.
- – present · 20 yearsPlymouth, MA · Adviser representative · Firm CRD 119262
- Delta Financial Management Corp– · 2 yearsHingham, MA · Adviser representative · Firm CRD 105605
Professional designations
Listed by 1620 Investment Advisors
- CFA
Investment adviser representative registrations
William Benjes is registered as an investment adviser representative in Massachusetts, since February 2006.
- MassachusettsSince 1 February 2006
Examinations
No examinations are on William Benjes’s record.
- Full name
- William Duncan Benjes
- CRD
- 18140
- Firm
- 1620 Investment Advisors · CRD 119262
- Office
- 36 CORDAGE PARK CIRCLE, SUITE 217, Plymouth, MA 02360
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 1620ia.com
Where does William Benjes work?
William Benjes is an investment adviser representative registered through 1620 Investment Advisors, Inc. since February 2006, and is not listed among the firm’s executive officers or direct owners.
Is William Benjes a financial advisor?
Yes. William Benjes has a current investment-adviser registration in Massachusetts, through 1620 Investment Advisors since February 2006.
How many years of experience does William Benjes have?
William Benjes has 23 years in the financial industry, since October 2003, across 2 adviser firms.
Where did William Benjes work before 1620 Investment Advisors?
Before 1620 Investment Advisors, William Benjes was registered through Delta Financial Management Corp, February 2002 to June 2004.
Where is William Benjes based?
William Benjes’ registered office is in Plymouth, MA.
Is William Benjes registered with FINRA?
No. William Benjes has no current broker registration.
Is William Benjes a CFA charterholder?
1620 Investment Advisors lists William Benjes with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify William Benjes’ record?
Search CRD 18140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Benjes’ full registration record.
