Benjamin Cahn is a CFP-designated registered investment advisor at Morgan Stanley, based in Garden City, NY, with 14 years of industry experience. Benjamin 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
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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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray Investment Management LLC
Piper Jaffray & CO.Broker
Piper Jaffray Investment Management LLC
First Empire Asset Management, INC
First Empire Securities, INC.Broker
State Registrations53 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.
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