David Robert Bennette

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Morgan Stanley Smith Barney Llc
  Sacramento, CA
• 06/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2016-05-03 → 2016-05-19
  Prospera Financial Services, Inc.
  Dallas, TX
  Elk Grove, CA
• 2011-01-03 → 2016-04-25
  Wells Fargo Clearing Services, Llc
  Roseville, CA
  Stockton, CA
  Elk Grove, CA
  Stockton, CA
  Elk Grove, CA
  Sacramento, CA
  Elk Grove, CA
  Sacramento, CA
  Elk Grove, CA
• 2008-08-06 → 2011-01-03
  Wells Fargo Investments, Llc
  Sonora, CA
  Elk Grove, CA
  Elk Grove, CA
  Stockton, CA
  Stockton, CA
  Stockton, CA
• 2005-06-07 → 2008-08-07
  Wamu Investments, Inc.
  Manteca, CA
  Manteca, CA
  Stockton, CA
  Oakley, CA
  Stockton, CA
  Stockton, CA
  Lodi, CA
  Stockton, CA
• 2005-01-01 → 2005-06-17
  Wells Fargo Investments, Llc
  Santa Clara, CA

Other Businesses

RENTAL PROPERTY, OWNER/LANDLORD; RENTAL; DURING BUSINESS HOURS-1, AFTER BUSINESS HOURS- 2; START DATE: 09/2008; SACRAMENTO, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-12-30