Samantha Leigh Bennett

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

• 05/2021 → 05/2023
  Mml Investors Services, Llc
  Crystal Lake, IL
• 05/2021 → 05/2023
  Massmutual Life Insurance Co
  Crystal Lake, IL
• 04/2015 → 08/2020
  Mchenry Parks And Recreation
  Mchenry, IL
• 01/2018 → 05/2018
  Kim Reynold's Campaign
  Des Moines, IA
• 08/2016 → 05/2017
  Hair For You
  Mchenry, IL
• 09/2020 → 05/2021
  Kingland Systems
  Ames, IA
• 08/2018 → 05/2019
  Drake University
  Des Moines, IA
• 10/2019 → 05/2020
  Sullivan & Ward Pc
  West Des Moines, IA
• 06/2020 → 08/2020
  Advanced Fleet Repair, Inc
  Mchenry, IL
• 08/2017 → 05/2021
  Drake University
  Des Moines, IA
• 08/2013 → 05/2017
  Mchenry East High School
  Mchenry, IL
• 05/2023 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2022-09-02 → 2023-05-17
  Mml Investors Services, Llc
  Crystal Lake, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-23
• S63 Uniform Securities Agent State Law Examination
  2022-03-21