Benjamin Wightman is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 17 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
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
August 2020 - September 2023 · 3 yrs 1 mo
E*trade Securities LLCBroker
August 2020 - September 2023 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2014 - August 2020 · 6 yrs
Wells Fargo Clearing Services, LLCBroker
June 2011 - August 2020 · 9 yrs 2 mos
Optionshouse, LLCBroker
January 2011 - April 2011 · 3 mos
Optionsxpress, INC.Broker
September 2010 - January 2011 · 4 mos
Optionshouse, LLCBroker
April 2010 - September 2010 · 5 mos
Fidelity Brokerage Services LLCBroker
October 2006 - May 2008 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.