Matthew Stephen Bennett

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 07/2024
  Morgan Stanley Smith Barney
  Wilmington, NC
• 01/2015 → 07/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2024 → Present
  Raymond James & Associates Inc.
  Wilmington, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2024-07-24
  Morgan Stanley
  Wilmington, NC
  Wilmington, NC
  Hampstead, NC
• 2008-10-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Waltham, MA
  Wilmington, NC
  Wilmington, NC
  Waltham, MA
• 2001-03-13 → 2004-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA

Other Businesses

(1)Name of Business: Bennett Boys LLC Address: 207 N Sea Lily Ct, Hampstead, NC, 28443, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/15/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a commercial property and rent it out to a crossfit gym.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-29

Other Names

• Matt Bennett