John Seabrook Bennett

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 06/2012 → Present
  Bank Of America, N.A.
  Charleston, SC

Previous Registrations

• 2011-01-06 → 2012-06-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 2001-06-04 → 2011-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
  Mount Pleasant, SC
  Mount Pleasant, SC

Other Businesses

FOR PROFITNAME: ISLAND DECON, LLCADDRESS: PEARL CITY, HI 96782START DATE: 08/21/2010TITLE: HELPER/WORKERNATURE OF BUSINESS: PROVIDE GENERAL HELP AND LABORNUMBER OF HOURS DEVOTED PER MONTH: 1-10NUMBER OF HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS: NONEI*76746FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BEACH RENTALINVESTMENT RELATED: NADDRESS OF BUSINESS: SEABROOK ISLAND, SOUTH CAROLINA 29455NATURE OF BUSINESS: FAMILY BUSINESSPOSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 1/1/2014NUMBER OF HOURS DEVOTED: 12 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BEACH RENTAL. OWNER/LANDLORDI*2266275, Entity Type Profit, Name of OBA: Carolina Yacht Club Entertainment Committee Address: Charleston, SC 29401 Investment Related: No Position, Title, Association: : Entertainment Committee Employee Start Date:04/01/2025 No Hours: 1 monthly No Hours during trading: 0 Duties: We meet 4 to 5 times a hear and think up fun things/events for the members to do such as having an oyster roast or a fun dinner or night with live musicI*448587Entity Type: Entity CharitableName of OBA: Hibernian Society FoundationAddress: Charleston, South Carolina, 29401Investment Related: No Position, Title, Association: OfficerEmployee Start Date: 01/01/2026Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Awarding scholarships to underprivileged kids going to college VP. Helping to run the quarterly board meetings, coordinating with our scholarship recipients, and coordinating with the school on helping us selecting our pool of applicants I*3760297 Entity Type: Not for Profit Name of OBA: Hibernian Society Management Committee Address: Charleston, South Carolina, 29401 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/17/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Civic Club Through parties, meetings, and events for members

Exams

• S66 Uniform Combined State Law Examination
  1998-11-23

Other Names

• Brook Bennett
• John S Bennett