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Lewis Cass Bennett

LANDSBERG, BENNETT, & DUBBANEH LLC·PUNTA GORDA, Florida
SIE, Series 7, Series 9, Series 10, Series 31, Series 66CFPClean record27 years registeredLANDSBERG, BENNETT, & DUBBANEH LLC
252 WEST MARION AVENUE, PUNTA GORDA, FL 33950CRD# 3131659Firm CRD# 297378

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lewis Cass Bennett · PUNTA GORDA, FL
Registration
CRD #3131659 · LANDSBERG, BENNETT, & DUBBANEH LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Jan 2022 – present
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
Aug 2018 – Dec 2021
PUNTA GORDA, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Jun 2012 – Nov 2018
PUNTA GORDA, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 1999 – Jun 2012
PUNTA GORDA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 31
Series 66
Registration record
First registered · May 11, 1999
Years registered · 27
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANDSBERG, BENNETT, & DUBBANEH LLC
CRD 297378 · SEC 801-113500
AUM
$877M
Regulatory assets under management
Employees
14
2,300 client accounts
Services offered by LANDSBERG, BENNETT, & DUBBANEH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LANDSBERG, BENNETT, & DUBBANEH LLC →
Introduction

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05

Frequently Asked Questions

What services does Lewis Cass Bennett offer?
Lewis Cass Bennett specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PUNTA GORDA, Florida for a consultation.
What are Lewis Cass Bennett's credentials?
Lewis Cass Bennett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lewis Cass Bennett located?
Lewis Cass Bennett is based in PUNTA GORDA, Florida, working with LANDSBERG, BENNETT, & DUBBANEH LLC. Their office serves clients in the PUNTA GORDA metropolitan area and surrounding communities.
How does Lewis Cass Bennett charge for services?
Lewis Cass 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 LANDSBERG, BENNETT, & DUBBANEH LLC?
LANDSBERG, BENNETT, & DUBBANEH LLC has approximately 14 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANDSBERG, BENNETT, & DUBBANEH LLC

Debra Ann Cooper
PUNTA GORDA, FL
Michael William Landsberg
PUNTA GORDA, FL
CFP
Anthony Charles Dubbaneh
PUNTA GORDA, FL
CFP

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