Unclaimed Profile

Jeanine Marie Benenati

STRATEGIC WEALTH MANAGEMENT, LLC·BEDFORD, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredSTRATEGIC WEALTH MANAGEMENT, LLC

2812 BEDFORD ROAD, BEDFORD, TX 76021CRD# 2894693Firm CRD# 171908

Profile Verification

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

Identity

Jeanine Marie Benenati · BEDFORD, TX

Registration

CRD #2894693 · STRATEGIC WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH MANAGEMENT, LLC

STRATEGIC WEALTH MANAGEMENT, LLC

Oct 2014 – Mar 2025

BEDFORD, TX

INDEPENDENT FINANCIAL PARTNERS

Oct 2012 – Nov 2014

BOYD, TX

NFP SECURITIES, INC.

Aug 2005 – Oct 2012

BEDFORD, TX

METLIFE SECURITIES INC.

Aug 2002 – Aug 2005

ADDISON, TX

SECURIAN FINANCIAL SERVICES, INC.

Feb 2000 – Jul 2002

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT, LLC

CRD 171908 · SEC 801-112757

AUM

$118M

Regulatory assets under management

Employees

338 client accounts

Services offered by STRATEGIC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeanine Marie Benenati offer?

Jeanine Marie Benenati specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeanine Marie Benenati's credentials?

Jeanine Marie Benenati is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeanine Marie Benenati located?

Jeanine Marie Benenati is based in BEDFORD, Texas, last registered with STRATEGIC WEALTH MANAGEMENT, LLC.

How does Jeanine Marie Benenati charge for services?

Jeanine Marie Benenati's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC WEALTH MANAGEMENT, LLC?

STRATEGIC WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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