Dominick
Bennese

Spc

CRD#5524719
Investment Advisor
in Sarasota, FL

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About this Advisor

Dominick Bennese is a financial advisor based in Sarasota, Florida, working with Spc. Dominick has previously held positions at Signator Investors Inc, Royal Alliance Associates, Inc, Parkland Securities, LLC, and Spc. Dominick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Pennsylvania. Currently, Dominick is part of Spc, which operates out of Sarasota, Florida. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7717 40Th Ct. E
Sarasota, FL 34243

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

FL Average: $943,424,332
Total Number of Employees

470

FL Average: 21
Total Number of Accounts

30,541

FL Average: 1,586
Average Account Size

$182,147

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dominick Bennese Work History

2020 - Present (5 years)

Parkland Securities, LLC

2020 - Present (5 years)

Spc

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2008 - 2018 (10 years)

Signator Investors Inc

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Disclosures

Please visit the SEC profile of Dominick Bennese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Neal Sweeney
Richmond, VA
Thomas Gervase
Ann Arbor, MI
Adam Kozak
Eastchester, NY
Margaret Swiess
Willowbrook, IL
David Haik
Ann Arbor, MI
Richard Colleoni
Mansfield, TX
Mark Pauwels
Ann Arbor, MI
John O'Callaghan
Mount Prospect, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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