Daniel Roy Bennett
Investment adviser representative at Advanced Portfolio Strategies
16 yearsExperience
2 statesRegistered in
$217.4MFirm assets
2 yearsFirm in business
Are you Daniel Roy Bennett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Advanced Portfolio StrategiesOct 2016 to now
- Aps Management Group, Inc.Oct 2016 to now
- Massmutual Life Insurance CompanyOct 2010 to now
- MML Investors Services IncFeb 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Advanced Portfolio Strategies
Legal name: Aps Management Group, Inc.
$217.4MAssets managed
471Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2225959
- Firm CRD
- 284697