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Molly Lynn Bennard

CONNECTUS WEALTH, LLC·HUNT VALLEY, Maryland
Unclaimed Profile
20 WIGHT AVE, HUNT VALLEY, MD 21030CRD# 5786986Firm CRD# 310912
01

About

Molly Lynn Bennard is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with CONNECTUS WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONNECTUS WEALTH, LLC
CONNECTUS WEALTH
AUM
$8.7B
Regulatory assets under management
Employees
97
Total firm employees
View all advisors at CONNECTUS WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH UPTIQ AND FRS
Regulatory
SEC/IARD CRD# 5786986
Firm CRD# 310912
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Molly Lynn Bennard offer?
Molly Lynn Bennard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.
What are Molly Lynn Bennard's credentials?
Molly Lynn Bennard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Molly Lynn Bennard located?
Molly Lynn Bennard is based in HUNT VALLEY, Maryland, working with CONNECTUS WEALTH, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.
How does Molly Lynn Bennard charge for services?
Molly Lynn Bennard's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with uptiq and frs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNECTUS WEALTH, LLC?
CONNECTUS WEALTH, LLC has approximately 97 employees and manages $8.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNT VALLEY
Donald Bruce Hebb — ABS CAPITAL PARTNERS, INC.Calbraith Rodgers Wheaton — ABS CAPITAL PARTNERS, INC.Ivan Richard Junk — THE JUNK INVESTMENT GROUP, LLCCassandra Gene Junk — THE JUNK INVESTMENT GROUP, LLCGregory Robert Britton — CONNECTUS WEALTH, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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