Lisa Marie Benton

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-07
TX	RA	APPROVED	2016-10-25

NY RA
APPROVED

Since 2025-09-07
TX RA
APPROVED

Since 2016-10-25

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

7600 Broadway Suite 100, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	San Antonio	TX	06/2016	Present
Morgan Stanley Private Bank, National Association	New York	NY	09/2016	Present

06/2016 → Present

Morgan Stanley

San Antonio, TX
09/2016 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

1) Acclaim Talent Agency; Not investment related; Austin, TX; Part time acting; Independent Contractor; Start date: 06/2016 During business hours: 0; After business hours: 4.5 2) North East Independent School District; Not investment related; San Antonio, TX; Public School; Teacher; 2015; During business hours: 0; After business hours: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-25

S66 Uniform Combined State Law Examination

2016-10-25

Other Names

Lisa Benton

View on SEC IAPD