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Michael Ernest Benevento

Fountainhead Advisors

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About Michael Ernest Benevento

Michael Benevento is a registered Investment Advisor Representative associated with Fountainhead Advisors. Michael has been in the financial services industry for over 25 years. Michael has experience in various areas of the financial services industry, including investment banking, wealth management, and consulting. Michael is also a member of the advisory boards of several companies. Michael is dedicated to providing clients with personalized financial advice and investment strategies.

Firm Information

Michael Benevento is currently registered with Fountainhead Advisors. Fountainhead Advisors is an investment advisor based in Warren, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm manages approximately $721.6 million in assets for 2,961 clients.
Fountainhead Advisors

10 INDEPENDENCE BLVD

WARREN, NJ 07059

$721.60M

Assets Under Management

21

Total Clients

18

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Michael Benevento’s Registration & Firm History

NJ

03/13/2024 - Present

Fountainhead Advisors (WARREN NJ)

NY

10/08/1999 - 04/05/2002

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

03/18/1999 - 10/21/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

02/07/1997 - 02/09/1999

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

IA

Issued 03/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ernest Benevento.
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