David Benevento is a CFP-designated registered investment advisor, based in Charlotte, NC, with 12 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Vanguard Marketing Corporation
June 2025 - Present · 1 yr 4 mos
Vanguard Advisers, INC.
June 2025 - Present · 1 yr 4 mos
Vanguard Marketing CorporationBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2025 · 3 mos
Fidelity Personal and Workplace Advisors
May 2024 - March 2025 · 10 mos
Fidelity Brokerage Services LLCBroker
May 2024 - June 2025 · 1 yr 1 mo
Edward JonesBroker
January 2023 - April 2024 · 1 yr 3 mos
Edward Jones
January 2023 - April 2024 · 1 yr 3 mos
Fidelity Personal and Workplace Advisors
May 2021 - October 2022 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
May 2021 - October 2022 · 1 yr 5 mos
American Funds Distributors, INC.
June 2020 - April 2021 · 10 mos
American Funds Distributors, INC.Broker
June 2020 - April 2021 · 10 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - April 2020 · 3 mos
Hbks Wealth Advisors
January 2020 - April 2020 · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2019 - December 2019 · 3 mos
Wells Fargo Advisors Financial Network, LLC
September 2019 - December 2019 · 3 mos
Edward Jones
September 2018 - August 2019 · 11 mos
Edward JonesBroker
September 2018 - August 2019 · 11 mos
Sara-Bay Financial CORP.
February 2018 - June 2018 · 4 mos
Charles Schwab & CO., INC.
May 2017 - January 2018 · 8 mos
Charles Schwab & CO., INC.Broker
May 2017 - January 2018 · 8 mos
Robert W. Baird & CO. Incorporated
August 2016 - March 2017 · 7 mos
Robert W. Baird & CO. IncorporatedBroker
August 2016 - March 2017 · 7 mos
Edward Jones
July 2013 - August 2016 · 3 yrs 1 mo
Edward JonesBroker
May 2013 - August 2016 · 3 yrs 3 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
More Advisors
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Glenn Ford, CFPVanguard Advisers, INC.
- Chad Wilfong, CFPWells Fargo Advisors
- Nicholas Walker, CFP
- Patrick Barnett, CFPLPL Financial LLC
- Mcclain Schweppe, CFPWells Fargo Advisors