Andrew BennettCRD Number: 7117330
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrew Bennett (CRD# 7117330) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||May 2019 - Current||3|
|Unemployed||Mesa, AZ||Mar 2019 - May 2019||< 1|
|Yelp, Inc.||Scottsdale, AZ||Oct 2015 - Mar 2019||3|
|Arizona Coyotes||Glendale, AZ||Jul 2011 - Sep 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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