Yvonne Bennett
AIF®Professional Summary
Yvonne Bennett, AIF®, who also goes by Yvonne J. Bennett, Yvonne Jean Bennett, Yvonne Jean Bennett-biggs, Yvonne Bennett-biggs, Yvonne Biggs, is a registered financial advisor currently at FLOURISH FINANCIAL LLC located in Springfield, Massachusetts. Yvonne is registered as a RR (Registered Representative) and started their career in finance in 2000. Yvonne has worked at 12 firms and has passed the SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Yvonne J. Bennett, Yvonne Jean Bennett, Yvonne Jean Bennett-Biggs, Yvonne Bennett-Biggs, Yvonne Biggs
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FLOURISH FINANCIAL LLC | STONE RIDGE SECURITIES LLC
Contact Information
Main Address
2 Park Avenue 11th Floor, New York, NY 10016Mailing Address
2 Park Avenue 11th Floor, New York, NY 10016Phone Number
(833) 808-5700Established
Delaware since 11/03/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FLOURISH HOLDING COMPANY LLC | SOLE MEMBER | — |
| CRUIKSHANK, BENJAMIN EVERETT | PRESIDENT | 5682701 |
| LANE, MAXWELL KEITH | CHIEF EXECUTIVE OFFICER | 6111790 |
| MURRAY, KATE | CHIEF COMPLIANCE OFFICER, COUNSEL, SECRETARY | 4958654 |
| RISPOLI, FRANK JOSEPH | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 4364402 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2000About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2003About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Yvonne Bennett's CRS (Customer Relationship Summary).
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