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Ross M Bennett

Woodley Farra

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About Ross M Bennett

Ross M. Bennett is an investment advisor representative at Woodley Farra, a firm headquartered in Indianapolis, Indiana. Ross has been with Woodley Farra since July 2010. Prior to that, Ross worked at PNC Investments, NatCity Investments, Inc., and MML Investors Services, Inc. Ross is registered with the state of Indiana. Ross has a Series 7 General Securities Representative Examination license and a Series 66 Uniform Combined State Law Examination license. Ross specializes in providing portfolio management services to individuals and businesses.

Firm Information

Ross Bennett is currently registered with Woodley Farra. Woodley Farra is an investment advisor based in INDIANAPOLIS, IN with approximately $1.8 billion in regulatory assets under management. The firm provides portfolio management services for individuals and businesses, as well as for charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Woodley Farra also offers a wrap fee program.
Woodley Farra

8555 N. RIVER ROAD

INDIANAPOLIS, IN 46240

$1.80B

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Ross Bennett’s Registration & Firm History

IN

07/19/2010 - Present

Woodley Farra (INDIANAPOLIS IN)

IN

11/13/2009 - 06/18/2010

PNC INVESTMENTS (CAMBY IN)

IN

04/30/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (CAMBY IN)

IN

10/04/2007 - 01/25/2008

MML INVESTORS SERVICES, INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 10/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross M Bennett.
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