Doina Benac is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 26 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James & Associates, INC.
May 2024 - June 2024 · 1 mo
Raymond James & Associates, INC.Broker
May 2024 - June 2024 · 1 mo
Citi Private Advisory, LLCBroker
March 2017 - May 2023 · 6 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - May 2023 · 16 yrs
Citigroup Global Markets INC.Broker
May 2007 - May 2023 · 16 yrs
Citicorp Investment Services
January 2000 - May 2007 · 7 yrs 4 mos
Citicorp Investment ServicesBroker
January 2000 - May 2007 · 7 yrs 4 mos
Barnett Investments, INC.Broker
November 1996 - December 1997 · 1 yr 1 mo
State Registrations16 states
AZCACODCDEFLGALANYOHPRSDTNTXVAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.