Collin Xavier Bennett
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
11 years in the industry.
- Assetmark, Inc.Jan 2026 to now
- Assetmark Brokerage, LLCJan 2026 to now
- Assetmark Financial Holdings, IncDec 2025 to now
- Charles Schwab & Co., Inc.Apr 2021 to Nov 2025
- Murphy's CameraSep 2017 to Apr 2021
- Your Media GroupApr 2017 to Sep 2017
- Best BuyOct 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7363771
- Firm CRD
- 109018