Matthew BennettCRD Number: 5513111
Current Firm: Voloridge
Matthew Bennett (CRD# 5513111) is an Investment Advisor Representative working at Voloridge in Jupiter, FL and has over 8 years of experience in the finance industry.
Davis Private Wealth, LLC
Castle Wealth Management
Financial Security Services, LLC
|The Newport Group, Inc.||Heathrow, FL||Oct 2007 - Current||10|
|Newport Retirement Services, Inc.||Heathrow, FL||Oct 2007 - Feb 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management7,131MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$3,565,689,764
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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