Benjamin McNett

Financial advisor at Schwab Wealth Advisory, Inc. · Orlando, FL

Last updated 2026-10-10

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Benjamin McNett is a financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL, CRD 5570925. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2009-09-03.

Registration

CRD number
5570925
Registration status
Active
IAPD registration
2009-09-03
Industry Experience
17 years
Work Experience
17 years
States registered
FL

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2009-07 to 2019-06 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Jacksonville, FL
  • 2018-12 to 2019-06 · Bank of America, N.A. · Jacksonville, FL
  • 2021-04 to 2023-04 · Wells Fargo Clearing Services, LLC · Naples, FL
  • 2021-04 to 2023-04 · Wells Fargo Bank, NA · Naples, FL
  • 2019-06 to 2021-04 · Wavepoint Capital LLC · Jacksonville, FL
  • 2023-05 to 2023-06 · Unemployed · Jacksonville, FL
  • 2023-06 to 2025-01 · Equitable Advisors, LLC · New York, NY
  • 2025-01 to Present · Charles Schwab & Co., Inc. · Orlando, FL
  • 2025-01 to Present · Schwab Wealth Advisory, Inc. · Orlando, FL

Current employment

SEC IAPD record for Benjamin McNett

Schwab Wealth Advisory, Inc.

Registered advisors
1,684
Offices
232
Clients per advisor
0.0 (Low)

Schwab Wealth Advisory, Inc.: advisors, services and reported ETF investments

About

Benjamin McNett is a CFP® financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 17 years of industry experience and 17 years of reported work history. Reported roles include Charles Schwab & Co., Inc., Equitable Advisors, LLC, Unemployed, Wells Fargo Clearing Services, LLC, among others.

Schwab Wealth Advisory, Inc.'s firm-level Form ADV reports 1,684 advisors across 232 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Schwab Wealth Advisory, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

1991 Summit Park Drive, Orlando, FL 32810

193 advisors at this office.

Schwab Wealth Advisory office in Orlando, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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