Terry Lee Bennett
Investment adviser representative at Mainstay Capital Management, LLC
27 yearsExperience
1 stateRegistered in
$5.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Mainstay Capital Management, LLCDec 2020 to now
- Extended TravelAug 2020 to Dec 2020
- Advia Credit UnionJan 2020 to Aug 2020
- Pruco Securities, LLCFeb 2017 to Jan 2020
- The Prudential Insurance Company of AmericaFeb 2017 to Jan 2020
- Oppenheimer& Co IncJan 1999 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mainstay Capital Management, LLC
$5.3BAssets managed
3,454Clients
22Advisers
25 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
- 2553203
- Firm CRD
- 109528