Ted Siedle
Formal First Name
Edward (Ted)
Nick Name
The Pension Detective, Sam Spade of Money Management, The Financial Watchdog
Edward Siedle is the Founder and President of Benchmark Financial Services. He is one of the world's leading experts in forensic investigations of pensions, zeroing in on excessive and hidden investment fees, conflicts of interest, and wrongdoing. A former SEC lawyer and industry executive for more than 30 years, Siedle has investigated over $1 trillion in retirement plans. He writes about his groundbreaking findings as a contributor to Forbes.
Ted Siedle Professional Experience / Academic History
Professional Experience
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Founder and President
Academic History
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JD, Securities and Investment Management
- In 2017, Siedle was awarded the largest SEC whistleblower award in history: $48 million.
- In 2018, he was awarded the highest CFTC award: $30 million.
- He has testified before the Senate Banking Committee regarding the mutual fund scandals.
- He has also testified before the Louisiana State Legislature regarding pension consultant conflicts of interest.
- He was a testifying expert in various Madoff litigations.
- He widely lectures and has appeared on CNBC, Wall Street Week, and Bloomberg News.
- He was named as one of the 40 most influential people in the U.S. pension debate by Institutional Investor for 2014 and 2015.
- Prior investigations include the state of Rhode Island, state of North Carolina, the Alabama state Employees Pension, Wal-Mart, Cities of Nashville, Chattanooga and Jacksonville, Town of Longboat Key, Caterpillar, Boeing, Northrup Grumman, John Deere, Bechtel, ABB, Edison, Shelby County, Tennessee, Fidelity Investments, JP Morgan, Sanford Bernstein, Banco Santander, US Airways Pilots Pension and New York state Teamsters Pension.
LICENSES
- General Securities Principal (Series 24)
- Financial and Operations Principal (Series 28)
- Municipal Securities Principal (Series 53)
- General Securities Representative (Series 7)
- State Securities Agent (Series 63)
- Combined State (Series 66)
- Florida Bar (Active Member)
- Massachusetts Bar (Retired Member)