Carly M. Bentley
Professional summary
Carly Meyer Bentley, who also goes by Carly Bookstaber, Carly Meyer, is a registered financial advisor currently at MEYER BENTLEY LTD. located in Paoli, Pennsylvania.
Carly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Carly has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carly Meyer Bentley's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 11, 2023 - Present
MEYER BENTLEY LTD.
April 29, 2022 - January 3, 2024
WICK CAPITAL PARTNERS, LLC
August 21, 2018 - June 9, 2021
M&T SECURITIES, INC.
August 20, 2018 - June 9, 2021
M&T SECURITIES, INC.
October 7, 2015 - July 23, 2018
TD PRIVATE CLIENT WEALTH LLC
October 7, 2015 - July 23, 2018
TD PRIVATE CLIENT WEALTH LLC
November 10, 2014 - September 24, 2015
PNC WEALTH MANAGEMENT LLC
September 11, 2014 - September 24, 2015
PNC WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/11/2023)
Exams
Series 7TO
Date: 11/8/2023
General Securities Representative ExaminationCurrent Firm
MEYER BENTLEY LTD.
CRD#: 328184 / SEC#:
Contact information
Red Flags
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