Paul C. Bennett

DECISIONMAP WEALTH MANAGEMENT

GREAT FALLS, VA 22066

Some features on this profile are disabled

CRD#: 1933992

Professional summary

Paul Craven Bennett, CFP®, ChFC® is a registered financial advisor currently at DECISIONMAP WEALTH MANAGEMENT, LLC located in Great Falls, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Paul has worked at 8 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.

1) Author; Not Investment Related; Located at Great Falls, VA; Start Date - 1/8/2012; One Hour Per Month; Duties - Writing and promoting books. 2) Licensed Insurance Agent; Investment Related; At Reported Business Location; Fixed Insurance Sales; Insurance Agent; January 1992; 160hrs/month; 160hrs during securities trading hours; Duties - Selling fixed insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Craven Bennett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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: 1998

ChFC^®

Chartered Financial Consultant

Experience

Current

October 20, 2023 - Present

DECISIONMAP WEALTH MANAGEMENT, LLC

Office #1: 746 Walker Road Suite 16, Great Falls, VA 22066

RIA

CRD#: 328429

GREAT FALLS, VA

Past

July 1, 2013 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

GREAT FALLS, VA

Past

November 21, 2006 - July 1, 2013

C5 WEALTH MANAGEMENT, LLC

RIA

CRD#: 142430

GREAT FALLS, VA

Past

August 20, 2004 - May 25, 2005

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

GREAT FALLS, VA

Past

May 5, 2000 - March 30, 2007

PRIVATE WEALTH ADVISERS, LLC

RIA

CRD#: 116099

RESTON, VA

Past

January 21, 1999 - May 25, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

October 16, 1992 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

October 16, 1992 - February 9, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

March 20, 1989 - May 11, 1989

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DECISIONMAP WEALTH MANAGEMENT, LLC

DECISIONMAP WEALTH MANAGEMENT, LLC | KATIA WEALTH VENTURES, LLC

CRD#: 328429 / SEC#: 801-128871

RIA

Registered Investment Advisory firm - (10/19/2023 Approved)

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

Texas
(8/19/2024)

IAR

Virginia
(10/20/2023)

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: 7/21/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/14/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/3/2000

General Securities Principal Examination

Current Firm

DECISIONMAP WEALTH MANAGEMENT, LLC

DECISIONMAP WEALTH MANAGEMENT, LLC | KATIA WEALTH VENTURES, LLC

CRD#: 328429 / SEC#: 801-128871

RIA

Registered Investment Advisory firm - (10/19/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

746 Walker Road Suite 16, Great Falls, VA 22066

Mailing Address

Phone number

(703) 520-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR DECISIONMAP WEALTH MANAGEMENT, LLC (3/6/2025)

Regulatory assets under management

Total Number of Accounts	845
AUM (Assets Under Management)	$ 242,531,946

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul C. Bennett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Craven Bennett's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

C5 WEALTH MANAGEMENT, LLC

MONY SECURITIES CORPORATION

PRIVATE WEALTH ADVISERS, LLC

MONY SECURITIES CORPORATION

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

DECISIONMAP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/1997

Series 63

Date: 10/21/1992

Series 7

Date: 3/15/1999

Series 6

Date: 10/14/1992

Series 24

Date: 1/3/2000

Current Firm

DECISIONMAP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECISIONMAP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors