Matthew Bennett
Matthew Bennett is a registered investment advisor at Raymond James & Associates, INC., based in Wilmington, NC, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
101 Autumn Hall Drive, Suite 220, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns Bennett Boys LLC, a commercial rental property leased to a crossfit gym, since 2015. He spends a few hours per week on this business.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Liberty Funds Distributor, INC.Broker
State Registrations17 states
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