Unclaimed Profile

Dawn Bennett

BENNETT GROUP FINANCIAL SERVICES, LLC·WASHINGTON, District of Columbia

Clean recordBENNETT GROUP FINANCIAL SERVICES, LLC

5335 WISCONSIN AVENUE NW, WASHINGTON, DC 20015CRD# 1567051Firm CRD# 145989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dawn Bennett · WASHINGTON, DC

Registration

CRD #1567051 · BENNETT GROUP FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dawn Bennett is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with BENNETT GROUP FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

BENNETT GROUP FINANCIAL SERVICES, LLC

AUM

$1M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BENNETT GROUP FINANCIAL SERVICES, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1567051

Firm CRD# 145989

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dawn Bennett offer?

Dawn Bennett specializes in Investment Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Dawn Bennett's credentials?

Dawn Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawn Bennett located?

Dawn Bennett is based in WASHINGTON, District of Columbia, working with BENNETT GROUP FINANCIAL SERVICES, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Dawn Bennett charge for services?

Dawn Bennett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BENNETT GROUP FINANCIAL SERVICES, LLC?

BENNETT GROUP FINANCIAL SERVICES, LLC has approximately 6 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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