Michelle Bennett is a CFP-designated registered investment advisor, based in Red Bank, NJ, with 24 years of industry experience.
Location
12 Broad Street, 5th Floor, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle is an independent insurance agent for property and casualty insurance, dedicating full-time hours to administrative support. She is also an advisory board member for the DiLella School of Real Estate at Villanova University.
Employment History
Current Registrations
Ncg Securities LLCBroker
Newport Capital Group, LLC
Previous Registrations
Nrp Financial, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.