MB
MB

Moshe Banin

31 Years of Experience
Aventura, FL
Broker

Moshe Banin is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 31 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Moshe is a member of the Board of Directors for The Victory Center, a non-profit school, since 2016. He is also an officer for One House Inc. since February 2024, dedicating a few hours per week to business development and fund management.

Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
February 2013 - February 2022 · 9 yrs
UBS Financial Services INC.Broker
February 2013 - February 2022 · 9 yrs
Alliancebernstein L.P.
April 2008 - February 2013 · 4 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - February 2013 · 12 yrs 2 mos
Sanford C. Bernstein & CO., INC.Broker
June 1994 - December 2000 · 6 yrs 6 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.