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RIA / WealthAdvisor11 years in industry

Carly Meyer Bentley

Advisor at MEYER BENTLEY LTD.

PAOLI, PA

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Search this name across graphsid dfx:ria:f3745f6d-eda8-3bad-65f2-7e965b0c6507

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEYER BENTLEY LTD.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 10, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 10, 2014
First registration: Nov 10, 2014
Dual registered: no
Other names: CARLY BOOKSTABER|CARLY MEYER
IAPD individual key: 6347094

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEYER BENTLEY LTD.	State registered	Dec 11, 2023	n/a	yes	PAOLI, PA	Current employment
WICK CAPITAL PARTNERS, LLC	Independent wealth	Apr 29, 2022	Jan 3, 2024	no	WAYNE, PA	Previous registration
M&T SECURITIES, INC.	n/a	Aug 21, 2018	Jun 9, 2021	no	VILLANOVA, PA\|HARRISBURG, PA\|VILLANOVA, PA	Previous registration
TD PRIVATE CLIENT WEALTH LLC	Bd affiliated wealth	Oct 7, 2015	Jul 23, 2018	no	EXTON, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 10, 2014	Sep 24, 2015	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WICK CAPITAL PARTNERS, LLC	MEYER BENTLEY LTD.	Jan 3, 2024	Dec 11, 2023	-23	Firm change	RIA to state RIA
M&T SECURITIES, INC.	WICK CAPITAL PARTNERS, LLC	Jun 9, 2021	Apr 29, 2022	324	Firm change	Other
TD PRIVATE CLIENT WEALTH LLC	M&T SECURITIES, INC.	Jul 23, 2018	Aug 21, 2018	29	Firm change	Other
PNC WEALTH MANAGEMENT	TD PRIVATE CLIENT WEALTH LLC	Sep 24, 2015	Oct 7, 2015	13	Firm change	Other

Relationships

Registered with (5)

→ MEYER BENTLEY LTD.Registered adviserregistration: current employment
Dec 11, 2023 to presentfactForm ADV
→ WICK CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 29, 2022 to Jan 3, 2024factForm ADV
→ M&T SECURITIES, INC.Registered adviserregistration: previous registration
Aug 21, 2018 to Jun 9, 2021factForm ADV
→ TD PRIVATE CLIENT WEALTH LLCRegistered adviserregistration: previous registration
Oct 7, 2015 to Jul 23, 2018factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 10, 2014 to Sep 24, 2015factForm ADV

Dated events

Occurred
Jan 3, 2024
Advisor changed firm
Carly Meyer Bentley left Wick Capital Partners, Llc for Meyer Bentley Ltd. (registered 2023-12-11)
Form ADVobserved 5 days ago