Paul Bendersky is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 26 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
October 2009Other 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
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations35 states
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
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