SB
SB

Shaun Bensol

13 Years of Experience
New York, NY
Broker

Shaun Bensol is a registered investment advisor at Morgan Stanley, based in New York, 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

One Penn Plaza, 43rd Floor, New York, NY, 10119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shaun is a sports and fashion blogger for ClydeSoFly.com since 2013, dedicating minimal time outside of business hours to sales and marketing.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
February 2014 - February 2021 · 7 yrs
Wunderlich Securities, INC.Broker
August 2013 - January 2014 · 5 mos
Bonds.com, INC.Broker
April 2012 - January 2013 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.