SB
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Shelley Bennett is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 14 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
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
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Regulatory History (1)
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Customer Dispute
May 2022Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2011 - Present · 14 yrs 11 mos
Morgan StanleyBroker
May 2011 - Present · 15 yrs
State Registrations40 states
AKALAZCACOCTDCFLGAHIIAIDILINLAMAMDMIMNMOMTNCNJNMNVNYOHORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
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.