Best Investors Account Sign in
Inactive

Abigail Anne Bennett

Verum Partners LLC

Charlotte, NC

Claim This Profile
Current Employers
Verum Partners Llc

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-05-13
  • NC RA
    APPROVED
    Since 2019-05-13

Branch Locations

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wildtree Herbs, Inc. Warwick RI 05/2015 12/2017
Carolinas Investment Consulting, Llc Charlotte NC 09/2015 05/2019
Verum Partners Llc Charlotte NC 05/2019 01/2025
Verum Partners Llc Charlotte NC 01/2025 Present
  • 05/2015 → 12/2017
    Wildtree Herbs, Inc.
    Warwick, RI
  • 09/2015 → 05/2019
    Carolinas Investment Consulting, Llc
    Charlotte, NC
  • 05/2019 → 01/2025
    Verum Partners Llc
    Charlotte, NC
  • 01/2025 → Present
    Verum Partners Llc
    Charlotte, NC
Previous Registrations
  • 2015-09-10 → 2019-05-03
    Carolinas Investment Consulting Llc
    Charlotte, NC
  • 2014-12-04 → 2015-07-28
    Highline Wealth Management, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-04
  • S65 Uniform Investment Adviser Law Examination
    2014-12-04
Designations
Other Names
  • Abigail Reisenfeld
  • Abigail Reisenfeld

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor