Marc Stamps Bennett
Investment adviser representative at Global Wealth Strategies and Associates, LLC
10 yearsExperience
2 statesRegistered in
$457MFirm assets
4 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 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
Experience
10 years in the industry.
- Global Wealth Strategies and Associates, LLCMay 2024 to now
- UnemployedSep 2023 to May 2024
- Equitable Advisors, LLCAug 2022 to Sep 2023
- Lucid (hearing Lab Technology)Aug 2021 to May 2022
- UnemployedFeb 2021 to Aug 2021
- Trc Companies, IncFeb 2019 to Feb 2021
- UnemployedOct 2018 to Feb 2019
- Percheron, LLCOct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Global Wealth Strategies and Associates, LLC
$457MAssets managed
925Clients
11Advisers
4 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
- 7580415
- Firm CRD
- 316072