Trent J. Benedetti

BENEDETTI FINANCIAL

SANTA MARIA, CA 93455

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CRD#: 1746521

Professional summary

Trent Joseph Benedetti, CFP® is a registered financial advisor currently at BENEDETTI FINANCIAL, INC. located in Santa Maria, California.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Trent has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BENEDETTI & ASSOC. CPA; NO; 2151 S. COLLEGE DRIVE, STE. 101 SANTA MARIA, CA 93455; Not investment related, CPA FIRM; OWNER; 50%. Trent J. Benedetti, Self Employed Insurance Agent, Santa Maria, California,Insurance Agent, 08/1987 to present, not investment related less than 5% of time spent of this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

August 27, 2001 - Present

BENEDETTI FINANCIAL, INC.

Office #1: 2151 S. College Drive Ste. 101, Santa Maria, CA 93455

RIA

CRD#: 134598

SANTA MARIA, CA

Past

February 22, 2001 - October 1, 2001

FOOTHILL SECURITIES, INC.

CRD#: 1027

SANTA CLARA, CA

Past

August 31, 1998 - February 27, 2001

SICOR SECURITIES INC

CRD#: 16195

DAYTON, OH

Past

April 13, 1998 - June 17, 1998

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

August 16, 1993 - April 2, 1998

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

November 23, 1987 - May 26, 1993

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/27/2001)

IAR

Tennessee
(8/23/2023)

IAR

Texas
(6/16/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/1998

General Securities Principal Examination

Current Firm

BENEDETTI FINANCIAL, INC.

BENEDETTI FINANCIAL, INC. | BENEDETTI, TRENT JOSEPH | BENEDETTI, TRENT J

CRD#: 134598 / SEC#:

California

Registered Investment Advisory firm - (8/27/2001 Approved)

Oregon

Registered Investment Advisory firm - (12/14/2018 Terminated)

Tennessee

Registered Investment Advisory firm - (3/31/2019 Approved)

Texas

Registered Investment Advisory firm - (10/20/2005 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2151 S. College Dr Ste 101, Santa Maria, CA 93455

Mailing Address

Phone number

(805) 922-4881

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,031
AUM (Assets Under Management)	$ 98,453,642

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Trent J. Benedetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Joseph Benedetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOOTHILL SECURITIES, INC.

SICOR SECURITIES INC

FINANCIAL WEST GROUP

AVANTAX INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/1998

Series 63

Date: 11/19/1987

Series 7

Date: 12/15/1997

Series 6

Date: 11/19/1987

Series 24

Date: 1/29/1998

Current Firm

BENEDETTI FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BENEDETTI FINANCIAL, INC.

TRUST BUT VERIFY

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