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Tristan Williams Benoit

Investment Adviser Representative at VESTMARK ADVISORY SOLUTIONS, INC.

Wakefield, MACRD #5034436Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/8/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 10/28/2005
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/6/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/6/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Vestmark Advisory Solutions, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VESTMARK ADVISORY SOLUTIONS, INC.Current
2/9/2024Wakefield, MA
EATON VANCE MANAGEMENT
4/11/20078/17/2023Boston, MA
FEDERATED MDT ADVISERS
11/13/20061/31/2007Cambridge, MA
FEDERATED INVESTMENT COUNSELING
11/10/20061/31/2007Pittsburgh, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at VESTMARK ADVISORY SOLUTIONS, INC.

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View VESTMARK ADVISORY SOLUTIONS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tristan Williams Benoit has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Tristan Williams Benoit - Financial Advisor in Wakefield, MA | AdvisorFinder