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Heather Nell Bennett

STWD INVESTMENT MANAGEMENT, LLC·MIAMI BEACH, Florida
Clean recordSTWD INVESTMENT MANAGEMENT, LLC
2340 COLLINS AVENUE, MIAMI BEACH, FL 33139CRD# 7789841Firm CRD# 288615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Nell Bennett · MIAMI BEACH, FL
Registration
CRD #7789841 · STWD INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heather Nell Bennett is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with STWD INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STWD INVESTMENT MANAGEMENT, LLC
STWD INVESTMENT MANAGEMENT, LLC
AUM
$5.0B
Regulatory assets under management
Employees
125
Total firm employees
View all advisors at STWD INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7789841
Firm CRD# 288615
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Nell Bennett offer?
Heather Nell Bennett specializes in Retirement Planning. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Heather Nell Bennett's credentials?
Heather Nell Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Nell Bennett located?
Heather Nell Bennett is based in MIAMI BEACH, Florida, working with STWD INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Heather Nell Bennett charge for services?
Heather Nell Bennett's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STWD INVESTMENT MANAGEMENT, LLC?
STWD INVESTMENT MANAGEMENT, LLC has approximately 125 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeremy Matthew Vaughan
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Yaron Hirschkorn
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Rina Paniry
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