Vanessa
Mccall

Bennett Associates Wealth Management

CRD#4685387
Investment Advisor
in Butler, PA

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About this Advisor

Vanessa Mccall is a financial advisor operating out of Butler, Pennsylvania. Mccall works at Bennett Associates Wealth Management. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Mccall maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Bennett Associates Wealth Management is an advisory firm based out of Butler, PA. It administers $111 million in total assets among its 541 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 541 customer accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the type of financial services provided. Fees billed by Bennett Associates Wealth Management likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

122 S Washington Street
Butler, PA 16001

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Bennett Associates Wealth Management Brokerage Details

Total Assets Under Management

$110,595,383

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

541

PA Average: 3,342
Average Account Size

$204,428

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Vanessa Mccall Work History

Vanessa has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Bennett Associates Wealth Management

2015 - 2023 (8 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Vanessa Mccall 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 Bennett Associates Wealth Management

Collin Randall
Butler, PA
Wendy Bennett
Butler, PA
Vanessa Mccall
Butler, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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