Adam Bennett (CRD# 7494218) is an Investment Advisor Representative working at Morgan Stanley in Silverdale, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a. | New York, NY | Jun 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Silverdale, WA | Feb 2022 - Current | 2 |
| Espn | Bristol, CT | Mar 2019 - Feb 2022 | 2 |
| Unemployed | Lake Tapps, WA | Sep 2018 - Mar 2019 | < 1 |
| Houston Astros | Fresno, CA | Apr 2018 - Sep 2018 | < 1 |
| Uber | Indianapolis, IN | Jan 2017 - Apr 2018 | 1 |
| Indiana Pacers Sports And Entertainment | Indianapolis, IN | Sep 2016 - Jan 2017 | < 1 |
| Uber | Spokane, WA | Apr 2016 - Sep 2016 | < 1 |
| Eastern Washington University | Spokane, WA | Sep 2015 - Apr 2016 | < 1 |
| San Francisco Giants | San Francisco, CA | Feb 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- WA
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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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