BB
BB
Brian Bentley is a registered investment advisor at Morgan Stanley, based in Billings, MT, 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
401 North 31st Street, Suite 900, Billings, MT, 59103
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Regulatory History (2)
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Customer Dispute
November 2011Settled
Customer Dispute
January 2003Denied
Other Business Activities
Brian's wife is a partner/shareholder in W Triple T, LLC, a real estate development and investment company, but Brian has no duties or obligations. Brian also serves as an executor/co-executor for a trust, spending minimal time on estate administration.
Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2005 - October 2006 · 1 yr 4 mos
Equitrust Marketing Services, LLCBroker
April 2003 - June 2005 · 2 yrs 2 mos
Edward JonesBroker
May 2001 - December 2002 · 1 yr 7 mos
State Registrations43 states
AKALAZCACOCTDCFLGAHIIDILINKSLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORSCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.