RBC Capital Markets
46yrs
Top advisor by experience in Frisco
8yrs
Roderick Bennett
Financial advisor at Merrill
Roderick Bennett is a fiduciary financial advisor in Frisco, Texas, with 8 years in the industry. Roderick joined Merrill in 2018, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1 Cowboys Way, Frisco, TX 75034
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowMerrillCurrent firm
Contact Roderick
Local office(940) 297-6900Ask for Roderick. (800) 637-7455Main office · New York, NY 1 Cowboys WayFrisco, TX 75034Office · Get directions
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Questions to ask Roderick
Tailored to Roderick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Roderick
How do I contact Roderick?
Call Roderick’s local office at (940) 297-6900 or the Merrill main office at (800) 637-7455, and ask for Roderick Bennett.
How long has Roderick been a financial advisor?
Roderick has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Roderick hold?
Series 66. Tap any license on this page to see what it allows.
Is Roderick a fiduciary?
Roderick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roderick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Roderick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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