linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Isaac Bennitt

Lyell Wealth Management LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Isaac Bennitt

Matthew Isaac Bennitt is a financial advisor who has been active in the industry since 1995. Matthew is currently registered with Lyell Wealth Management LP in Menlo Park, CA. Matthew has experience with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals. Matthew's expertise includes portfolio management for individuals, financial planning, and educational seminars.

Firm Information

Matthew Bennitt is currently registered with Lyell Wealth Management LP. Lyell Wealth Management LP is a registered investment advisor based in Menlo Park, California. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and publication of periodicals. Lyell Wealth Management LP manages approximately $1.09 billion in assets for 286 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Lyell Wealth Management LP

3000 SAND HILL ROAD

MENLO PARK, CA 94025

$1.09B

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax advice

Tax advice

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Bennitt’s Registration & Firm History

CA

01/01/2025 - Present

Lyell Wealth Management LP (Menlo Park CA)

CA

04/26/1996 - 09/05/1997

FUND SERVICES ADVISORS, INC. (FSA) (LOS ANGELES CA)

WI

11/20/1995 - 12/07/1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

11/20/1995 - 12/07/1995

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MN

05/19/1995 - 09/13/1995

FORTIS INVESTORS, INC. (OAKDALE MN)

Not sure if Matthew Isaac Bennitt is right for you?

Licenses & Designations

IA

Issued 08/26/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Isaac Bennitt.
Not sure if Matthew Isaac Bennitt is right for you?