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Marc Stamps Bennett

Global Wealth Strategies AND Associates, LLC

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About Marc Stamps Bennett

Marc Stamps Bennett is a financial advisor with Global Wealth Strategies and Associates, LLC. Marc has been in the industry since October 27, 2022, and has experience providing financial advice to both individuals and businesses. Marc is also a licensed investment advisor representative in Colorado and Texas. Before joining Global Wealth Strategies and Associates, LLC, Marc worked at Equitable Advisors, LLC.

Firm Information

Marc Bennett is currently registered with Global Wealth Strategies AND Associates, LLC. Global Wealth Strategies AND Associates, LLC is a Denver, CO-based registered investment advisor that provides financial planning, portfolio management, and consulting services to individuals, businesses, and business development companies. The firm manages approximately $290,545,583 in assets for 2,076 clients. They offer services including portfolio management for individuals, financial planning, and pension consulting.
Global Wealth Strategies AND Associates, LLC

3200 CHERRY CREEK SOUTH DRIVE

DENVER, CO 80209

$290.55M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Bennett’s Registration & Firm History

CO

11/12/2024 - Present

Global Wealth Strategies AND Associates, LLC (DENVER CO)

CO

10/27/2022 - 09/05/2023

EQUITABLE ADVISORS, LLC (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 06/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Stamps Bennett.
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