Terry Lee Bennett
Investment Adviser Representative at Mainstay Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Terry Lee Bennett is an investment adviser representative with Mainstay Capital Management, LLC in Grand Blanc, MI, where they have been registered since 2020. They have worked in the securities industry since 1995 and have been registered with 3 firms, including Prudential Financial Planning Services and Oppenheimer & Co. Inc. They have passed 6 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 Michigan.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
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.
- Oppenheimer& Co IncJan 1999 – Feb 2017Port Huron, MI
- THE Prudential Insurance Company OF AmericaFeb 2017 – Jan 2020Fort Gratiot, MI
- Pruco Securities, LLCFeb 2017 – Jan 2020Fort Gratiot, MI
- Mainstay Capital ManagementDec 2020 – no end date reportedGrand Blanc, MI
- Advia Credit UnionJan 2020 – Aug 2020Port Huron, MI, MI
- Extended TravelAug 2020 – Dec 2020Bossier City, LA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mainstay Capital Management, LLC
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
- $200,000 (waivable)
- 401k: First $75,0001.00%
- 401k: $75,000.01 to $150,0000.75%
- 401k: $150,000.01 to $250,0000.50%
- 401k: $250,000.01 to $500,0000.25%
+9 more tiers on the firm profile
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
Comprehensive financial planning, investment portfolio management, management of 401(k), 403(b), 457, IRA, and non-retirement accounts, and individual workplace savings plan account management.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Grand Blanc, MI
- SEC file number:
- 801-58099
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at Mainstay Capital Management, LLC
Showing 12 of 24 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Lee 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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