Investment adviser representative · Vestmark Advisory Solutions, Inc.
Tristan W. Benoit
CRD 5034436 · Wakefield, MA
At a glance
Tristan W. Benoit is an investment adviser representative with Vestmark Advisory Solutions, Inc. in Wakefield, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tristan’s SEC record dates to 2006, about 19 years ago.
Current advisory firm
- Vestmark Advisory Solutions, Inc.Since February 2024Wakefield, MA · $50B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tristan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.