David Michael Benevento

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 04/2021
  Capital Group - American Funds
  San Antonio, TX
• 11/2018 → 08/2019
  Edward Jones
  Cedar Rapids, IA
• 09/2019 → 12/2019
  Wells Fargo Advisors Financial Network
  Venice, FL
• 07/2018 → 09/2018
  Unemployed
  Sarasota, FL
• 12/2019 → 04/2020
  Hbks Wealth Advisors
  Sarasota, FL
• 01/2018 → 06/2018
  Sara-Bay Financial Corporation
  Sarasota, FL
• 11/2022 → 01/2023
  Unemployed
  Cedar Rapids, IA
• 05/2017 → 12/2017
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2016 → 03/2017
  Robert W. Baird
  Cedar Rapids, IA
• 01/2023 → 04/2024
  Edward Jones
  Cedar Rapids, IA
• 04/2024 → 05/2025
  Fidelity Investments
  Charlotte, NC
• 04/2017 → 04/2017
  Unemployed
  Phoenix, AZ
• 04/2021 → 10/2022
  Fidelity Investments
  Palm Beach Gardens, FL
• 03/2025 → 05/2025
  Strategic Advisors Llc
  Charlotte, NC
• 06/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2018 → 11/2018
  Edward Jones
  Venice, FL

Previous Registrations

• 2025-03-31 → 2025-06-12
  Strategic Advisers Llc
  Palm Beach Gardens, FL
  Charlotte, NC
  Charlotte, NC
  Boston, MA
• 2024-05-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palm Beach Gardens, FL
  Charlotte, NC
• 2023-01-13 → 2024-04-08
  Edward Jones
  Cedar Rapids, IA
  St Louis, MO
  Cedar Rapids, IA
  Cedar Rapids, IA
• 2021-05-11 → 2022-10-16
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-06-04 → 2021-04-13
  Capital Client Group, Inc.
  San Antonio, TX
• 2020-01-02 → 2020-04-06
  Hbks Wealth Advisors
  Erie, PA
  Sarasota, FL
• 2019-09-24 → 2019-12-19
  Wells Fargo Advisors Financial Network, Llc
  Venice, FL
• 2018-09-10 → 2019-08-15
  Edward Jones
  Venice, FL
  Cedar Rapids, IA
• 2018-02-09 → 2018-06-15
  Sara-Bay Financial Corp.
  Sarasota, FL
• 2017-05-08 → 2018-01-03
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2016-08-29 → 2017-03-29
  Robert W. Baird & Co. Incorporated
  Cedar Rapids, IA
• 2013-07-16 → 2016-08-16
  Edward Jones
  Cedar Rapids, IA
  Maryland Heights, MO
  Marion, IA
  Marion, IA
  St Louis, MO
  Cedar Rapids, IA
  Cedar Rapids, IA
  St Louis, MO

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: LIFE AND HELATH INSURANCE POSITION: N/A START DATE: 10/2015 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2013-07-15

Designations

• Certified Financial Planner

Other Names

• David Benevento
• David Benevento
• David M Benevento
• David M. Benevento