Franklin Bennett Dunn

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

• 03/2010 → Present
  Morgan Stanley Smith Barney
  Raleigh, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-03-29 → 2008-04-11
  Credit Suisse Securities (Usa) Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

BAYLEAF VOLUNTEER FIRE DEPARTMENT; VOLUNTEER FIREFIGHTER; NOT INVESTMENT RELATED; 10/2015; 0 HOURS DURING 8 HOURS AFTER BUSIENSS; RALEIGH, NC *450185 - Western Wake Fire and Rescue; Investment related - No; Raleigh, North Carolina; Government; Board Member, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 1; After business hours: 1; Administrative, Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2010-04-26

Other Names

• Bennett Dunn
• Franklin Bennett Dunn
• Franklin Bennett Dunn
• F. Bennett Dunn