Matthew I. Bennitt
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Isaac Bennitt, who also goes by Matt Bennitt, Matthew Bennitt, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1995. Matthew had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 10, 2016 - July 11, 2025
LYELL WEALTH MANAGEMENT LP
April 26, 1996 - September 5, 1997
FUND SERVICES ADVISORS, INC. (FSA)
November 20, 1995 - December 7, 1995
ROBERT W. BAIRD & CO. INCORPORATED
November 20, 1995 - December 7, 1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 19, 1995 - September 13, 1995
WOODBURY FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
LYELL WEALTH MANAGEMENT LP
CRD#: 283521 / SEC#: 801-107892
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LYELL WEALTH MANAGEMENT LP
CRD#: 283521 / SEC#: 801-107892
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 295 |
| AUM (Assets Under Management) | $ 1,336,564,237 |
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.
