UBS Financial Services
47yrs
Top advisor by experience in Ohio
41yrs
David Bennett
Financial advisor at Merrill
David Bennett has worked in the financial industry for 41 years and is a fiduciary financial advisor based in Pepper Pike, Ohio. David joined Merrill in 2009, 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 237 advisors with offices in Pepper Pike, and one of 208 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 2% by experience in Ohio
Office30195 Chagrin Blvd, Pepper Pike, OH 44124
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.
Career
- 2009 – nowMerrillCurrent firm
Contact David
(800) 637-7455Firm headquarters in New York, NY. Ask for David. 30195 Chagrin BlvdPepper Pike, OH 44124Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 David
How do I contact David?
Call Merrill at (800) 637-7455 and ask for David Bennett. David works from the Pepper Pike, OH office.
How long has David been a financial advisor?
David has been in the industry since 1985, about 41 years. Top 2% by experience in Ohio.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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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