Michael E Benner
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleySep 2022 to now
- Charles Schwab & Co., Inc.Mar 2021 to Sep 2022
- Charles Schwab Bank, SsbMar 2021 to Sep 2022
- UnemployedMay 2020 to Mar 2021
- Aravive IncMay 2019 to Jul 2019
- 24 Hour FitnessJun 2018 to Aug 2018
- University of Alabama RecreationMar 2018 to Nov 2018
- Morgan Stanley Wealth ManagementJun 2017 to Sep 2017
- University of AlabamaAug 2016 to May 2020
- Mill Valley RecreationJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6811588
- Firm CRD
- 149777