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Lushone Bennett

25 Years of Experience
Chicago, IL
Broker

Lushone Bennett is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 25 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

233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606

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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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Other Business Activities

Lushone is a partner in a real estate rental property in Oak Park, Illinois, since 2022. This investment-related activity does not require time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
August 2018 - September 2021 · 3 yrs 1 mo
UBS Financial Services INC.
August 2008 - July 2018 · 9 yrs 11 mos
UBS Financial Services INC.Broker
March 2008 - September 2021 · 13 yrs 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley Dw INC.Broker
June 2004 - April 2007 · 2 yrs 10 mos
Quick & Reilly, INC.Broker
September 2002 - May 2004 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - August 2002 · 4 mos
TD Waterhouse Investor Services, INC.Broker
November 2000 - April 2002 · 1 yr 5 mos
Continental Broker-Dealer CORP.Broker
June 2000 - October 2000 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.