SB
SB

Scott Bennett

34 Years of Experience
Ann Arbor, MI
Broker

Scott Bennett is a registered investment advisor at Morgan Stanley, based in Ann Arbor, MI, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2001 Commonwealth Boulevard, Ann Arbor, MI, 48105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2003 - June 2009 · 6 yrs
Mcdonald Investments INC.Broker
May 1999 - June 2003 · 4 yrs 1 mo
Mcdonald Investments INC.
May 1999 - June 2003 · 4 yrs 1 mo
Key Investments INC.Broker
March 1995 - May 1999 · 4 yrs 2 mos
Society Investments, INC.Broker
April 1994 - March 1995 · 11 mos
Olde Discount CorporationBroker
November 1990 - April 1993 · 2 yrs 5 mos
State Registrations30 states
AZCACOCTDEFLGAHIIAILINKYMAMDMINCNENJNMNVNYOHPATNTXUTVTWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Scott Bennett - Financial Advisor | TrueAdvisor