Jeanine
Benenati
Strategic Wealth Management, LLC
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About this Advisor
Jeanine Benenati is a financial advisor who works in Bedford, Texas who has 9 years of relevant experience. Benenati is an employee of Strategic Wealth Management, LLC. Their career trajectory has included roles at Lpl Financial LLC, Independent Financial Partners (Ifp), Strategic Wealth Management, LLC, Strategic Wealth Management, Lpl Financial and Strategic Wealth Management LLC. Benenati maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Strategic Wealth Management, LLC is a firm based in Bedford, TX. It has $133 million in assets under management across its 373 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 373 client accounts, 36% are held by high-net-worth investors who have greater than $1 million in investable assets. Strategic Wealth Management, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on which service is provided. Fees charged by Strategic Wealth Management, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Management, LLC Brokerage Details
$132,457,538
5
373
$355,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeanine Benenati Work History
Jeanine has been registered as a financial advisor for 9 years.*
Strategic Wealth Management
Lpl Financial
Strategic Wealth Management
Strategic Wealth Management LLC
Strategic Wealth Management, LLC
Independent Financial Partners (Ifp)
Lpl Financial LLC
*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 Jeanine Benenati 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 Strategic Wealth Management, LLC
Bedford, TX
Bedford, TX
Bedford, TX
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