DB
Daniel J. Bender
PBMARES WEALTH MANAGEMENT LLC
FREDERICKSBURG, VA 22401
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CRD#: 4583683
DB
Professional summary
Daniel Joseph Bender, CFP® is a registered financial advisor currently at PBMARES WEALTH MANAGEMENT LLC located in Fredericksburg, Virginia.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Daniel has worked at 2 firms .
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.
ACCOUNTANT/PARTNER WITH PBMARES, LLP, 725 JACKSON ST., SUITE 210, FREDERICKSBURG, VA 22401. CPA FIRM, NON-INVESTMENT RELATED. START DATE 01/2013, APPROXIMATELY 166 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS. DUTIES INCLUDE TAX AND OTHER ACCOUNTING SERVICES TO CLIENTS. Hummbend, LLC d/b/a Wild Birds Unlimited of Fredericksburg, Not investment related, 1937 Carl D. Silver Parkway, Fredericksburg, VA 22401, Retail - Wild Birding Supplies, Member, 6/18/2021, 2 hours per week No hours during trading hours, Accounting and QuickBooks review
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Bender'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®
Experience
Current
January 29, 2013 - Present
PBMARES WEALTH MANAGEMENT LLC
Office #1: 725 Jackson Street Suite 210, Fredericksburg, VA 22401RIA
CRD#: 116218
FREDERICKSBURG, VA
Past
October 4, 2001 - January 25, 2013
PBGH FINANCIAL ADVISORS, INC.
RIA
CRD#: 115013
FREDERICKSBURG, VA
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".
PW
PBMARES WEALTH MANAGEMENT LLC
FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC
CRD#: 116218 / SEC#: 801-62425
RIA
Registered Investment Advisory firm - (10/21/2003 Approved)Virginia
Registered Investment Advisory firm - (10/21/2003 Terminated)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(1/29/2013)
IAR
Virginia(1/29/2013)
Exams
Current Firm
PW
PBMARES WEALTH MANAGEMENT LLC
FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC
CRD#: 116218 / SEC#: 801-62425
RIA
Registered Investment Advisory firm - (10/21/2003 Approved)Virginia
Registered Investment Advisory firm - (10/21/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4801 Courthouse Street Suite 128, Williamsburg, VA 23188
Mailing Address
Phone number
(757) 229-7180
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,685 |
| AUM (Assets Under Management) | $ 1,302,024,713 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2025 | ||
| 09/24/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
