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BB

Bennett D. Baiamonte

MISSION WEALTH MANAGEMENT, LP
Houston, TX 77063
Some features on this profile are disabled
CRD#: 7751310
BB
Bennett Daniel BaiamonteMISSION WEALTH MANAGEMENT, LP

Professional summary

Bennett Daniel Baiamonte, who also goes by Bennett Baiamonte, is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Houston, Texas.

Bennett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bennett has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Bennett Baiamonte

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.
OBA-117203|OrgNmn:Monte Videos|Org Addr:Orem,Utah,US|OBA Nature:Provide wedding photography an|Invst Rel:N|Title:Partner|Duties:Promote the business by helping attract new clients. Help track revenues and expenses. Help with behind the scenes tasks as needed (Ex: Regist|StrtDt:04-01-25|TotHrs/mon:15|TrdHrs/mon:0|OBA-106813|OrgNmn:Joint Tik Tok Account with Wife|Org Addr:Orem, UT 8,Utah,US|OBA Nature:Posting non-finance related co|Invst Rel:N|Title:Content Creator|Duties:Posting a video a couples times a week |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bennett Daniel Baiamonte's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 12, 2026 - Present

MISSION WEALTH MANAGEMENT, LP

Office #1: 7500 San Felipe St. Suite 400, Houston, TX 77063
RIA
CRD#: 113057
Houston, TX
Past

September 13, 2023 - March 19, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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".
MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA
Registered Investment Advisory firm - (6/7/2002 Approved)
California
Registered Investment Advisory firm - (6/14/2002 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
(8/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/12/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/20/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/22/2023
Securities Industry Essentials Examination

Current Firm

MW
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA
Registered Investment Advisory firm - (6/7/2002 Approved)
California
Registered Investment Advisory firm - (6/14/2002 Terminated)
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Contact information

Main Address
1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 882-2360
Established
Firm type
Fiscal year end
# of Employees
184

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MWM FORM ADV PART 2A - FIRM BROCHURE (3/19/2026)

Regulatory assets under management

Total Number of Accounts16,573
AUM (Assets Under Management)$ 13,912,131,150

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.

Company Information

MISSION WEALTH MANAGEMENT, LP

CRD#: 113057Houston, TX 77063

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