BI
BI

Benjamin Tomblinson

26 Years of Experience
Bowling Green, KY
Broker

Benjamin Tomblinson is a registered investment advisor at Morgan Stanley, based in Bowling Green, KY, 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
Loading...

Location

563 Hub Boulevard, Suite 301, Bowling Green, KY, 42103

Get directions

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.

Learn about disclosures →
Other Business Activities

Benjamin is a passive investor in WSRT Ventures, a real estate venture, since November 2019. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2006 - August 2019 · 12 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
November 2006 - August 2019 · 12 yrs 9 mos
Morgan Stanley
October 2003 - November 2006 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 1999 - November 2006 · 7 yrs 4 mos
State Registrations32 states
AKALARAZCACOFLGAIAINKSKYLAMDMIMNMOMSMTNCNHNVNYOHPARISCTNTXVAWAWV
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.