Steven K Bennett

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 03/2007 → Present
  Wealthcare Strategies, Llc
  Apopka, FL
• 05/2017 → 11/2023
  Adventhealth Corporate
  Altamonte Springs, FL
• 03/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2011-05-31 → 2012-08-10
  Hornor, Townsend & Kent, Llc
  Apopka, FL
  Maitland, FL
  Apopka, FL
• 2008-03-03 → 2009-12-31
  On Investment Management Co
  Apopka, FL
  Cincinnati, OH
• 2007-01-12 → 2007-09-19
  Park Avenue Securities Llc
  Tampa, FL
  Altamonte Spg, FL

Other Businesses

WEALTHCARE STRATEGIES, LLC, 1911 BLUFF OAK ST, APOPKA, FL 32712; OWNER AND MANAGING MEMBER, RESPONSIBILITIES ARE LIMITED TO OVERSEEING THE RECEIPTS OF MOMMISSIONS EARNED PRIOR TO 2017 AND THE FILING OF ANNUAL TAX PAPERWORK. 0HRS/MO. START DATE 03/15/2007. INVESTMENT/INSURANCE RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-10

Other Names

• Steve Bennett
• Steven K Bennett
• Steven Karl Bennett