CB
CB
Craig Benell is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1999 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 1999Settled
Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1995 - August 2016 · 21 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1985 - August 2016 · 31 yrs 6 mos
State Registrations21 states
AZCACODCFLGAIDILMAMIMONJNMNVNYORPASCTNTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.