BK
BK

Benjamin Kozera

11 Years of Experience
Greenwich, CT
Broker

Benjamin Kozera is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 11 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 Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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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

Benjamin is a board member for The Susie Foundation, a charity and private foundation, since January 2019. He also became a board member for the same foundation in June 2021, dedicating minimal time to fundraising activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.