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Daniel Bennett

Investment Adviser Representative at COLUMBIA ADVISORY PARTNERS, LLC

Glendale, AZCRD #6386277Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Bennett has worked in the securities industry since 2019. They are registered to provide investment advisory services in Arizona.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/6/2026
Series 66
Uniform Combined State Law Examination
Passed 5/12/2017
Series 7
General Securities Representative Examination
Passed 5/7/2026
SIE
Securities Industry Essentials Examination
Passed 12/5/2025
Series 7
General Securities Representative Examination
Passed 3/4/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Columbia Advisory Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COLUMBIA ADVISORY PARTNERS, LLCCurrent
11/27/2024Glendale, AZ
ASHTON THOMAS PRIVATE WEALTH
8/16/202310/10/2024Scottsdale, AZ
ASSETMARK, INC.
3/22/20189/27/2021Phoenix, AZ
CHARLES SCHWAB & CO., INC.
5/12/20178/11/2017Phoenix, AZ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Bennett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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