Anne Bensel is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 37 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
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History (1)
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Customer Dispute
October 2007Settled
Employment History
Current Registrations
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
June 2009 - October 2021 · 12 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2009 - October 2021 · 12 yrs 4 mos
Sii Investments, INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Sii Investments, INC.
January 2007 - June 2009 · 2 yrs 5 mos
Davenport & Associates, INC.
February 2006 - June 2007 · 1 yr 4 mos
Royal Alliance Associates, INC.Broker
May 2003 - January 2007 · 3 yrs 8 mos
Prime Capital Services, INC.Broker
March 1998 - May 2003 · 5 yrs 2 mos
The Dreyfus Service CorporationBroker
January 1995 - April 1998 · 3 yrs 3 mos
First Investors CorporationBroker
December 1988 - December 1994 · 6 yrs
State Registrations37 states
AKALAZCACOCTDCDEFLGAHIIDILINKSMAMDMEMIMOMTNCNHNJNVNYOHPAPRRISCTNTXVAVTVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.