Harrison Tate Benedict

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → 05/2026
  Gibraltar Capital Management, Inc.
  Tulsa, OK
• 05/2024 → 01/2025
  Miller Equity Capital Advisors
  Dallas, TX
• 03/2023 → 05/2024
  City Electric Supply
  Dallas, TX
• 10/2022 → 03/2023
  Bdo Llp
  Fort Worth, TX
• 08/2014 → 10/2022
  Texas Christian University/High School
  Fort Worth, TX

Previous Registrations

• 2025-03-10 → 2026-06-09
  Gibraltar Capital Management, Inc.
  Irving, TX
  Tulsa, OK

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-17
• S65 Uniform Investment Adviser Law Examination
  2025-03-08

Designations

• Certified Financial Planner

Other Names

• Harrison Tate Benedict
• Harrison Benedict