Benjamin Mcnett
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Schwab Wealth Advisory, Inc.Jan 2025 to now
- Charles Schwab & Co., Inc.Jan 2025 to now
- Equitable Advisors, LLCJun 2023 to Jan 2025
- UnemployedMay 2023 to Jun 2023
- Wells Fargo Bank, NAApr 2021 to Apr 2023
- Wells Fargo Clearing Services, LLCApr 2021 to Apr 2023
- Wavepoint Capital LLCJun 2019 to Apr 2021
- Bank of America, N.A.Dec 2018 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2009 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5570925
- Firm CRD
- 159035