Adam Bennett, financial advisor Athens PA

Adam Bennett

CRD Number: 6213433
Current Firm: State Farm Investment Management Corp.

Adam Bennett (CRD# 6213433) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Athens, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Adam Bennett Insurance Agency Sayre, PA Jan 2021 - Current < 1
State Farm Vp Management Corp Sayre, PA Jan 2021 - Current < 1
State Farm Investment Management Corp. Athens, PA Aug 2018 - Current 3
Adam Bennett Insurance Agency Athens, PA Oct 2014 - Current 7
State Farm Vp Management Corp Athens, PA Oct 2014 - Current 7
State Farm Vp Management Corp Sayre, PA Jun 2013 - Sep 2014 1
State Farm Insurance Sayre, PA Jun 2013 - Sep 2014 1
Schwan Food Company Towanda, PA Feb 1999 - Jun 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Adam C. Bennett
Phone Number: 800-447-0740
Registered State(s):
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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