AD
AD

Ashley Debenedetti

16 Years of Experience
Walnut Creek, CA
Broker

Ashley Debenedetti is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 16 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
Loading...

Location

1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596

Get directions

History

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
March 2018 - Present · 8 yrs 6 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 6 mos
Previous Registrations
Kestra Advisory Services, LLC
November 2016 - February 2018 · 1 yr 3 mos
Kestra Investment Services, LLCBroker
November 2016 - February 2018 · 1 yr 3 mos
Signator Investors, INC.Broker
July 2016 - December 2016 · 5 mos
Signator Investors, INC.
July 2016 - December 2016 · 5 mos
Morgan Stanley
December 2009 - July 2016 · 6 yrs 7 mos
Morgan StanleyBroker
October 2009 - July 2016 · 6 yrs 9 mos
State Registrations37 states
AKALARAZCACOCTDEFLGAHIIDILINKYMAMDMEMIMSNCNJNMNVNYOHORPARISCTNTXVAWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.