Eric V 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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-15
TX	RA	APPROVED	2025-10-15

FL RA
APPROVED

Since 2025-10-15
TX RA
APPROVED

Since 2025-10-15

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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	Tampa	FL	09/2024	Present
Bennett Financial Llc	Hixson	TN	03/2021	Present
Bankers Life And Casualty Company	Chattanooga	TN	07/2020	03/2021
School	Chattanooga	TN	08/2014	06/2020

09/2024 → Present

Morgan Stanley

Tampa, FL
03/2021 → Present

Bennett Financial Llc

Hixson, TN
07/2020 → 03/2021

Bankers Life And Casualty Company

Chattanooga, TN
08/2014 → 06/2020

School

Chattanooga, TN

Other Businesses

*OBI - 613186 - Bennett Financial ; Investment related - Yes ; Hixson, Tennessee ; Insurance ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 03/2021 ; During business hours : 0 ; After business hours : 10 ; Customer Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-14
S63	Uniform Securities Agent State Law Examination	2025-01-21

S66 Uniform Combined State Law Examination

2025-10-14
S63 Uniform Securities Agent State Law Examination

2025-01-21

Other Names

Eric V Bennett

View on SEC IAPD