Andrew Benvenuto (CRD# 6987333) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ponte Vedra Beach, FL and has over 6 years of experience in the finance industry.
CRD# 6098409
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5929375
Mercer Global Advisors Inc.
CRD# 5717465
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Suntrust Advisory Services, Inc. | Atlanta, GA | Jan 2020 - Current | 4 |
Suntrust Investment Services Inc. | Atlanta, GA | Jul 2018 - Current | 6 |
Suntrust Bank | Jacksonville, FL | Jul 2018 - Current | 6 |
Suntrust | Neptune Beach, FL | Jun 2017 - Jul 2018 | 1 |
Suntrust | St. Augustine, FL | Mar 2016 - Jun 2017 | 1 |
Suntrust | Neptune Beach, FL | Apr 2015 - Mar 2016 | < 1 |
Suntrust | Jacksonville, FL | Apr 2014 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2018 |
S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
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