Trevor Bennett

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2015 → 12/2016
  Axa Advisors, Llc.
  New York, NY
• 12/2016 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 01/2017 → 09/2022
  Bank Of America, N.A.
  Jacksonville, FL
• 09/2022 → 04/2023
  Fisher Investments
  Tampa, FL
• 04/2023 → 09/2023
  Intervest International Equities Corp
  Colorado Springs, CO
• 09/2023 → Present
  Raymond James & Associates Inc.
  Saint Petersburg, FL

Previous Registrations

• 2023-05-18 → 2023-09-05
  Intervest International, Inc.
  Riverview, FL
  Colorado Springs, CO
• 2022-09-13 → 2023-04-24
  Fisher Investments
  Tampa, FL
• 2016-12-22 → 2022-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Tampa, FL
  Mount Dora, FL
  Winter Haven, FL
  Ellenton, FL
  Temple Terrace, FL
  Wesley Chapel, FL
  Bradenton, FL
  Sun City Center, FL
  Bradenton, FL
• 2016-06-06 → 2016-12-06
  Equitable Advisors, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1)Name of Business: TradeWorks AI Address: 10443 Flagstaff Falls Ave, Riverview, FL, 33578, United States Activity Type: Business Owner Position/Title: Officer - CEO, Partner Investment Related: No Start Date: 04/24/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities as co-CEO are primarily focused on product development, management and administration, marketing and sales.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-01

Designations

• Certified Financial Planner

Other Names

• Trevor M. Bennett