Unclaimed Profile

Abigail Anne Bennett

VERUM PARTNERS LLC·CHARLOTTE, North Carolina

Series 65Clean record11 years registeredVERUM PARTNERS LLC

2333 RANDOLPH ROAD, CHARLOTTE, NC 28207CRD# 5936885Firm CRD# 301058

Profile Verification

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

Identity

Abigail Anne Bennett · CHARLOTTE, NC

Registration

CRD #5936885 · VERUM PARTNERS LLC · 11 years registered

Brand Profile

Not yet started

Career History

VERUM PARTNERS LLC

May 2019 – present

CAROLINAS INVESTMENT CONSULTING LLC

Sep 2015 – May 2019

CHARLOTTE, NC

HIGHLINE WEALTH MANAGEMENT, LLC

Dec 2014 – Jul 2015

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 4, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERUM PARTNERS LLC

CRD 301058 · SEC 801-115236

AUM

$740M

Regulatory assets under management

Employees

1,287 client accounts

Services offered by VERUM PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERUM PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Abigail Anne Bennett offer?

Abigail Anne Bennett specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Abigail Anne Bennett's credentials?

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

Where is Abigail Anne Bennett located?

Abigail Anne Bennett is based in CHARLOTTE, North Carolina, working with VERUM PARTNERS LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Abigail Anne Bennett charge for services?

Abigail Anne Bennett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERUM PARTNERS LLC?

VERUM PARTNERS LLC has approximately 13 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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