Manuel Benitez, financial advisor Naples FL

Manuel Benitez

CRD Number: 7076377
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Manuel Benitez (CRD# 7076377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 4 years of experience in the finance industry.

Similar Advisors
Soren Christensen, CFP®, CIMA®, ChFC®, financial advisor Naples FL
Soren Christensen, CFP®, CIMA®, ChFC®
CRD# 5167067
Advanced Investment Management LLC
Similar Advisors
Albert Abdo, financial advisor Naples FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Naples FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples, FL Jul 2017 - Current 7
Bank Of America, N.a. Naples, FL Jul 2017 - Current 7
Childrens Home Society Of Florida Cutler Bay, FL Oct 2016 - Jun 2017 < 1
Big Dog Supplements Miami, FL Sep 2015 - Oct 2016 1
Wells Fargo Miami, FL Nov 2013 - Feb 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Manuel A. Benitez
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.