Eric Bennett (CRD# 6451162) is an Investment Advisor Representative working at Morgan Stanley in Bloomington, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Bloomington, MN | Sep 2023 - Current | < 1 |
Morgan Stanley | Bloomington, MN | Sep 2023 - Current | < 1 |
Morgan Stanley | Bloomington, MN | Jan 2023 - Current | 1 |
E*trade Securities LLC | Bloomington, MN | Oct 2021 - Current | 2 |
E*trade Capital Management LLC | Bloomington, MN | Oct 2021 - Current | 2 |
Great Waters Financial | Minneapolis, MN | Sep 2019 - Sep 2021 | 2 |
Unemployment | Chicago, IL | Feb 2019 - Aug 2019 | < 1 |
Morgan Stanley | Chicago, IL | Jun 2015 - Jan 2019 | 3 |
Depaul University | Chicago, IL | Aug 2012 - Mar 2016 | 3 |
Northwestern Mutual | Chicago, IL | Jan 2015 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
S63 | Uniform Securities State Law Examination | Dec 2021 |
- MN
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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