Bennett Nadworny (CRD# 6871471) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 3 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group | Akron, OH | Sep 2023 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2021 - Current | 3 |
| Affinia Financial Group, LLC | Burlington, MA | Oct 2019 - Current | 4 |
| Lpl Financial, LLC | Burlington, MA | Oct 2017 - Apr 2021 | 3 |
| Special Needs Financial Planning | Winchester, MA | Oct 2017 - Sep 2019 | 1 |
| Enterprise Holdings | Woburn, MA | Sep 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- MA
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Total Assets Under Management17,865MILLIONS
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Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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