Taylor James Bennett
Investment Adviser Representative at Trinity Strategic Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor James Bennett is an investment adviser representative with Trinity Strategic Wealth in Tulsa, OK, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and TB Capital Management. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oklahoma.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bank of OklahomaMay 2016 – Oct 2019Tulsa, OK
- Raymond James Financial Services, Inc.Nov 2019 – no end date reportedTulsa, OK
- Raymond James Financial Services, Inc.Oct 2019 – Nov 2019Tulsa, OK
- Raymond James Financial Services AdvisorsDec 2019 – Oct 2025Tulsa, OK
- Tulsa Wealth Advisors, Inc.Oct 2020 – Oct 2025Tulsa, OK
- Trinity Strategic WealthSep 2023 – Dec 2023Tulsa, OK
- Trinity Strategic WealthOct 2025 – no end date reportedTulsa, OK
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trinity Strategic Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers Financial Freedom Process, Retirement Planning, Asset Management, Strategies for Business Owners & Executives, Values-Based Investing, Medicare Consulting, Tax Planning, and Estate & Trust Planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tulsa, OK
- SEC file number:
- 801-134209
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at Trinity Strategic Wealth
Showing 12 of 17 in the directory
Similar advisors in Tulsa, OK
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor James 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched