PB
PB
Paul Bendersky is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 25 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2009Settled
Other Business Activities
Paul serves as a trustee for the Plato Place Limited Partnership and another trust in Oak Brook, IL. He also manages 1400 Elgin LLC, Mix It Up Estate Sales, Marco 801 LLC, and another trust, dedicating minimal time to each outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley
July 2004 - April 2007 · 2 yrs 9 mos
Raymond James & Associates, INC.
January 2002 - August 2004 · 2 yrs 7 mos
Raymond James & Associates, INC.Broker
June 2000 - August 2004 · 4 yrs 2 mos
State Registrations34 states
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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.