Benjamin Cahn is a CFP-designated registered investment advisor at Morgan Stanley, based in Garden City, NY, with 13 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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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 StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
E*trade Capital Management, LLC
September 2019 - October 2022 · 3 yrs 1 mo
E*trade Securities LLCBroker
September 2019 - October 2022 · 3 yrs 1 mo
UBS Financial Services INC.
April 2014 - September 2019 · 5 yrs 5 mos
UBS Financial Services INC.Broker
April 2014 - September 2019 · 5 yrs 5 mos
Piper Jaffray Investment Management LLC
January 2014 - March 2014 · 2 mos
Piper Jaffray & CO.Broker
March 2013 - March 2014 · 1 yr
Piper Jaffray Investment Management LLC
March 2013 - December 2013 · 9 mos
First Empire Asset Management, INC
May 2012 - February 2013 · 9 mos
First Empire Securities, INC.Broker
April 2012 - February 2013 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.