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Jeanine Marie Benenati

STRATEGIC WEALTH MANAGEMENT, LLC·BEDFORD, Texas
Clean recordSTRATEGIC 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeanine Marie Benenati is a registered financial advisor based in BEDFORD, Texas, affiliated with STRATEGIC WEALTH MANAGEMENT, 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
Introduction

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03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
AUM
$118M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2894693
Firm CRD# 171908
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeanine Marie Benenati offer?
Jeanine Marie Benenati specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, Texas for a consultation.
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, working with STRATEGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
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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Matthew M Condit
BEDFORD, TX

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