Carly Bentley is a registered investment advisor at Meyer Bentley LTD., based in Paoli, PA, with 10 years of industry experience. Carly operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Paoli, PA
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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.
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Carly is the CEO of The Freckled Strawberry, Inc., a non-profit investment-related organization, since 2021.
Employment History
Current Registrations
Meyer Bentley LTD.
Previous Registrations
Wick Capital Partners, LLC
M&t Securities, INC.
M&t Securities, INC.Broker
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
PNC Investments
PNC InvestmentsBroker
State Registrations1 state
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.