Audra L Benge

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

• 07/2015 → 12/2017
  Ubs Financial Services Inc.
  Century City, CA
• 12/2017 → 09/2021
  Raymond James & Associates
  Los Angeles, CA
• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 10/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-12-20 → 2021-09-08
  Raymond James & Associates, Inc.
  Los Angeles, CA
  Dallas, TX
• 2012-11-28 → 2017-12-26
  Ubs Financial Services Inc.
  New York, NY
  Los Angeles, CA
• 2010-09-07 → 2012-10-23
  Wells Fargo Advisors Financial Network, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2010-09-03

Other Names

• Audra Lee Benge