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Robert Steven Bennett

Grant Williams LP

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About Robert Steven Bennett

Robert Bennett is a registered representative with Grant Williams LP, a firm with its main office in Philadelphia, PA. Robert has been working in the securities industry since 2006 and holds a Series 7 and SIE license. Before joining Grant Williams LP, Robert worked for Profunds Distributors, Inc. in Bethesda, MD. Robert's previous experience at UBS Financial Services Inc. in Bethesda, MD includes working as an Investment Advisor Representative.

Firm Information

Robert Bennett is currently registered with Grant Williams LP. Grant Williams LP is a Partnership firm that was formed on June 26, 1998. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

39

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.

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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Robert Bennett’s Registration & Firm History

PA

04/15/2014 - Present

Grant Williams LP (PHILADELPHIA PA)

MD

04/29/2013 - 04/08/2014

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

MD

01/28/2008 - 04/13/2011

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

MD

03/02/2006 - 03/07/2007

UBS FINANCIAL SERVICES INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Steven Bennett.
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