Bennett Daniel Baiamonte
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
$17BFirm assets
24 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.
- Mission Wealth Management, LPMar 2026 to now
- Fidelity InvestmentsMay 2023 to Mar 2026
- Brigham Young University - ProvoJan 2023 to May 2023
- Smith AiSep 2022 to Feb 2023
- Super Saver CardAug 2021 to Sep 2021
- Optimal LogisticsMar 2021 to Aug 2022
- AlbertsonsSep 2020 to Feb 2021
- Brigham Young University - IdahoAug 2020 to Dec 2022
- AlbertsonsJun 2020 to Aug 2020
- Extended TravelAug 2018 to May 2020
- Full-time EducationJun 2017 to Jul 2018
- Burger KingJan 2017 to May 2017
- Full-time EducationSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 7751310
- Firm CRD
- 113057