Owner and Chief Compliance Officer · Fox Hill Wealth Management
Eric C. Benz
CRD 7292959 · Named on Form ADV at one SEC-registered adviser
At a glance
Fox Hill Wealth Management, an SEC-registered wealth manager based in Dedham, MA with $290 million in regulatory assets, lists Eric C. Benz on its Form ADV as Owner and Chief Compliance Officer, a control person.
Firms and roles
- Fox Hill Wealth ManagementOwner and Chief Compliance OfficerWealth manager · Dedham, MA · $290M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- William RyanOwner, Fox Hill Wealth Management
- Adam McDonaldOwner, Fox Hill Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.