Best Investors Account Sign in
Inactive

Carly Meyer Bentley

Meyer Bentley Ltd.

Paoli, PA

CRD 6347094

Claim This Profile
Employer firm

Meyer Bentley Ltd. CRD 328184

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Meyer Bentley Ltd.

Paoli, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-11
  • PA RA
    APPROVED
    Since 2023-12-11

Branch Locations

Paoli, PA • 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
Td Private Client Wealth Llc Exton PA 09/2015 07/2018
Td Bank, N.A. Exton PA 09/2015 07/2018
Wilmington Trust Villanova PA 07/2018 01/2022
M&T Securities Vilanova PA 07/2018 01/2022
Wick Capital Partners, Llc Radnor PA 04/2022 Present
The Freckled Strawberry, Llc Paoli PA 10/2023 Present
  • 09/2015 → 07/2018
    Td Private Client Wealth Llc
    Exton, PA
  • 09/2015 → 07/2018
    Td Bank, N.A.
    Exton, PA
  • 07/2018 → 01/2022
    Wilmington Trust
    Villanova, PA
  • 07/2018 → 01/2022
    M&T Securities
    Vilanova, PA
  • 04/2022 → Present
    Wick Capital Partners, Llc
    Radnor, PA
  • 10/2023 → Present
    The Freckled Strawberry, Llc
    Paoli, PA
Previous Registrations
Other Businesses

2021-Present: The Freckled Strawberry, Inc. , Chester County, PA. CEO of non-profit investment related organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-10
  • S66 Uniform Combined State Law Examination
    2014-11-10
Other Names
  • Carly Bookstaber
  • Carly Meyer

View on SEC IAPD

More in Paoli, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor