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Ted Abenstein

35 Years of Experience
Morristown, NJ
Broker

Ted Abenstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

360 Mount Kimble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ted is involved with 1792 Wealth Advisors as a DBA/Support Company Advisor. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2022 - March 2024 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2015 - March 2024 · 8 yrs 5 mos
Morgan StanleyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
Bny Investment Center INC.Broker
September 1999 - September 2006 · 7 yrs
Bny Esi & CO., INC.Broker
July 1998 - October 1999 · 1 yr 3 mos
Bny Brokerage, INC.Broker
February 1995 - July 1998 · 3 yrs 5 mos
Pacific Brokerage Services, INC.Broker
April 1992 - January 1995 · 2 yrs 9 mos
Pacific Brokerage Services, INC.Broker
September 1987 - March 1990 · 2 yrs 6 mos
M. H. Meyerson & CO., INC.Broker
May 1987 - June 1987 · 1 mo
M. H. Meyerson & CO., INC.Broker
April 1987 - May 1987 · 1 mo
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAILINMAMDMIMNMTNCNENHNJNMNVNYOHOKPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.