Theodore Bennett
Theodore Bennett is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 18 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
303 Peachtree St, Ne, Fl 2, Atlanta, GA, 30308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore volunteers as a liaison for Jane Sherwood & Partners, assisting his family with real estate holdings, dedicating minimal time. Theodore also owns a business providing audio/visual equipment and performances, spending a few hours per week on this venture.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
New England SecuritiesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
E*trade Securities LLCBroker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.