Newell Francis Bentley

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

• 08/2015 → Present
  Morgan Stanley
  Chicago, IL
• 04/2011 → 11/2022
  Bentley Properties Brokerage
  Bloomfield Hills, MI
• 10/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2016 → 04/2023
  Morgan Stanley
  Farmington Hills, MI

Other Businesses

2) *369214 - Delta Chi Chicago Area Alumni Chapter; Investment related - No; Social; President (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1; Chair executive board meetings to determine budget and Maintain relationship with International Headquarters. 3) *482117 - Trust; Investment related Yes; Livonia, Michigan; 02/2001; During business hours: 0; After business hours: 1 *656152- Delta Chi Fraternity; Investment related: No; Indianapolis, Indiana; Social Fraternity; Vice Regent (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 3; Communication

Exams

• S66 Uniform Combined State Law Examination
  2015-10-20

Other Names

• Newell Francis Bentley