CB
Cary S. Bennett
CETERA INVESTMENT ADVISERS LLC
BLACKSHEAR, GA 31516
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CRD#: 4129026
CB
Professional summary
Cary Stephen Bennett is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Blackshear, Georgia and CETERA WEALTH SERVICES, LLC located in Blackshear, Georgia.
Cary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Cary has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
(dba) BENNETT, BENNETT & JOHNSON FINANCIAL SERVICES; Investment Related; 3353 Hwy 84 W, Blackshear GA 31516; Owner/Sales; Start Date 12/2015; 150 hours per month; I am a Registered Representative and Investment Adviser Representative offering insurance, securities and advisory services. >> BENNETT, BENNETT, & JOHNSON; Investment Related; 3353 Hwy 84 W, Blackshear GA 31516; Insurance; President; Start Date 11/18/2015; 15 hours per month; I offer insurance products through Bennett, Bennett & Johnson Insurance Agency including life, health, disability, and fixed annuities. I am involved in the management of Bennett, Bennett & Johnson with the title of President. >> BENNETT, BENNETT & JOHNSON INSURANCE AGENCY; Investment Related; 3353 Hwy 84 W, Blackshear GA 31516; Start Date 08/2019; 15 hours per month; Agent/President; Sales and service of property & casualty and business insurance. >> FRONTIER TRIBAL MISSIONS; Non-Investment Related; 217 West Carter Avenue, Blackshear, GA 31516; Non-Profit; Board Member; Start Date 10/2020; 3 hours per month; Attend quarterly board meetings and assist in planning for the non-profit.
CRS (Client Relationship Summary) - RIA
Click below to view Cary Stephen Bennett's 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®
NoneExperience
Current
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3353 Hwy 84 West, Blackshear, GA 31516RIA
CRD#: 105644
BLACKSHEAR, GA
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3353 Hwy 84 West, Blackshear, GA 31516BD
CRD#: 13572
Blackshear, GA
Past
November 17, 2014 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Blackshear, GA
Past
November 13, 2014 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Blackshear, GA
Past
June 23, 2011 - November 14, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BLACKSHEAR, GA
Past
August 23, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ALMA, GA
Past
August 23, 2006 - November 14, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BLACKSHEAR, GA
Past
March 15, 2000 - August 22, 2006
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.
BD
CRD#: 10194
JACKSON, MS
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/12/2025)
RR
Florida(2/20/2025)
RR
Georgia(2/20/2025)
IAR
Georgia(2/20/2025)
RR
North Carolina(3/21/2025)
RR
South Carolina(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
