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Jeffrey Scott Bennett

DIRECT ADVISORS, LLC·LATHAM, New York
Clean recordDIRECT ADVISORS, LLC
14 PLAZA DRIVE, LATHAM, NY 12110CRD# 2101185Firm CRD# 141515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Bennett · LATHAM, NY
Registration
CRD #2101185 · DIRECT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Scott Bennett is a registered financial advisor based in LATHAM, New York, affiliated with DIRECT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
DIRECT ADVISORS, LLC
DIRECT ADVISORS, LLC
AUM
$618M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DIRECT ADVISORS, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: BASE FEE OR MINIMUM FEE
Regulatory
SEC/IARD CRD# 2101185
Firm CRD# 141515
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Bennett offer?
Jeffrey Scott Bennett is a registered financial advisor in LATHAM, New York. Contact their office for details on services offered.
What are Jeffrey Scott Bennett's credentials?
Jeffrey Scott Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Bennett located?
Jeffrey Scott Bennett is based in LATHAM, New York, working with DIRECT ADVISORS, LLC. Their office serves clients in the LATHAM metropolitan area and surrounding communities.
How does Jeffrey Scott Bennett charge for services?
Jeffrey Scott Bennett's firm is compensated through percentage of aum, subscription fees, other: base fee or minimum fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECT ADVISORS, LLC?
DIRECT ADVISORS, LLC has approximately 6 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Michael Santabarbara
LATHAM, NY

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