Brian Bentley is a registered investment advisor at Morgan Stanley, based in Billings, MT, with 25 years of industry experience. Brian 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
401 North 31st Street, Suite 900, Billings, MT, 59103
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2011Customer Dispute
January 2003Other 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
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Raymond James Financial Services, INC.Broker
Equitrust Marketing Services, LLCBroker
Edward JonesBroker
State Registrations43 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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