BS
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Benjamin Stacy is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 24 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
221 East 4th Street, Atrium Building, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2014Settled
Other Business Activities
Benjamin is a board member for Cincinnati Bassmasters, a social and recreational organization, spending a few hours per week. He also works as a financial literacy teacher at Cincinnati Country Day School, dedicating minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - April 2025 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - April 2025 · 11 yrs 3 mos
Raymond James & Associates, INC.
April 2009 - February 2014 · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
April 2009 - February 2014 · 4 yrs 10 mos
Fifth Third Securities, INC.
November 2004 - May 2009 · 4 yrs 6 mos
Fifth Third Securities, INC.Broker
September 2003 - May 2009 · 5 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - September 2003 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - September 2003 · 2 yrs 6 mos
State Registrations25 states
AZCACODCFLGAIDILINKSKYMAMDMINCNVNYOHOKORSCTNTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.