Latisha Bennett
Latisha Bennett is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
9000 Southside Blvd, Workplace Benefits, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (3)
Financial
February 2026Financial
August 2024Criminal
August 2004Other Business Activities
Latisha owns a lifestyle blog called Flip Flops and Tiaras since 2020, dedicating minimal time to it, and is a consultant/independent contractor for Sass N Frass since 2022, spending a few hours per week. She also works at Seaside Charter, assisting with childcare a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Janney Montgomery Scott LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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.