David Benevento, financial advisor Sarasota FL
90 score

David Benevento

CRD Number: 5994535
Current Firm: Sara-bay Financial Corp.

David Benevento (CRD# 5994535) is an Investment Advisor Representative working at Sara-bay Financial Corp. in Sarasota, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ May 2017 - Current < 1
Charles Schwab Bank Phoenix, AZ May 2017 - Current < 1
Robert W. Baird Cedar Rapids, IA Aug 2016 - Mar 2017 < 1
Edward Jones Investments Tempe, AZ Apr 2013 - Aug 2016 3
Grand Canyon University Phoenix, AZ Aug 2011 - Jun 2015 3
Edward Jones Investments Tempe, AZ Nov 2011 - Apr 2013 1
Arizona State Credit Union Cottonwood, AZ May 2010 - Nov 2011 1
Yavapai Community College Cottonwood, AZ Jan 2010 - Aug 2011 1
Unemployed Cottonwood, AZ May 2009 - May 2010 1
Arizona State University Tempe, AZ Sep 2009 - Jan 2010 < 1
Mingus Union High School Cottonwood, AZ Aug 2005 - May 2009 3
R And R Pizza Cottonwood, AZ Aug 2008 - Apr 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for David M. Benevento
Phone Number: 941-371-8027
Firm Website: http://www.sara-bay.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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