Unclaimed Profile

Richard Allen Bennett

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Clean record7 years registeredBT WEALTH MANAGEMENT, LLC

RIVERWOOD 200, ATLANTA, GA 30339CRD# 4569030Firm CRD# 147729

Profile Verification

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

Identity

Richard Allen Bennett · ATLANTA, GA

Registration

CRD #4569030 · BT WEALTH MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BT WEALTH MANAGEMENT, LLC

BT WEALTH MANAGEMENT, LLC

Jan 2019 – Jul 2022

ATLANTA, GA

Registrations & Exams

Registration record

First registered · January 9, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BT WEALTH MANAGEMENT, LLC →

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Allen Bennett offer?

Richard Allen Bennett specializes in Financial Planning, Investment Management, Retirement Planning.

What are Richard Allen Bennett's credentials?

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

Where is Richard Allen Bennett located?

Richard Allen Bennett is based in ATLANTA, Georgia, last registered with BT WEALTH MANAGEMENT, LLC.

How does Richard Allen Bennett charge for services?

Richard Allen Bennett's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →