Marc Bennett has been an investment adviser representative at Global Wealth Strategies and Associates since May 2024, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Strategies and Associates, LLC is a Denver, CO firm with $457M under management, 925 clients and 9 advisers across 2 offices, as of its May 2026 filing.
Marc Bennett is Investment Advisor at Global Wealth Strategies & Associates (GWS&A), a Denver based Financial Planner serving clients in Colorado and across all 50 states. He works with individuals, families and professionals on financial planning, investment coordination, retirement planning and ongoing relationship management. Before becoming a financial planner, he spent more than a decade in energy infrastructure consulting.
Marc Bennett’s longest registration is the current one, 2 years at Global Wealth Strategies and Associates since 2024. Before joining Global Wealth Strategies and Associates in 2024, Marc Bennett was registered through Equitable Advisors, LLC.
- – present · 2 yearsDenver, CO · Adviser representative · Firm CRD 316072
- Equitable Advisors, LLC– · under a yearEnglewood, CO · Adviser representative · Firm CRD 6627
Professional designations
Listed by Global Wealth Strategies and Associates
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Marc Bennett is registered as an investment adviser representative in 2 states. The first approvals date from May 2024; the most recent is Texas, in November 2024.
- ColoradoSince 7 May 2024
- TexasSince 12 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 June 2023 |
| Series 7TO | General Securities Representative Examination | 27 October 2022 |
| SIE | Securities Industry Essentials Examination | 23 May 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Marc Stamps Bennett
- CRD
- 7580415
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Office
- 3200 CHERRY CREEK SOUTH DRIVE, SUITE 280, Denver, CO 80209
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gwsa.us
Where does Marc Bennett work?
Marc Bennett is an investment adviser representative registered through Global Wealth Strategies and Associates, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Marc Bennett a financial advisor?
Yes. Marc Bennett has a current investment-adviser registration in Colorado and Texas, through Global Wealth Strategies and Associates since May 2024.
How many years of experience does Marc Bennett have?
Marc Bennett has 3 years in the financial industry, since June 2023, across 2 adviser firms.
What exams has Marc Bennett passed?
Marc Bennett has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2022.
Where did Marc Bennett work before Global Wealth Strategies and Associates?
Before Global Wealth Strategies and Associates, Marc Bennett was registered through Equitable Advisors, LLC, June 2023 to September 2023.
Where is Marc Bennett based?
Marc Bennett’s registered office is in Denver, CO.
Is Marc Bennett registered with FINRA?
No. Marc Bennett has no current broker registration.
How can I verify Marc Bennett’s record?
Search CRD 7580415 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Bennett’s full registration record.