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Newell Bentley

10 Years of Experience
Chicago, IL
Broker

Newell Bentley is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 10 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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

Newell is the President of the Delta Chi Chicago Area Alumni Chapter, a social organization, spending minimal time outside business hours. Newell is also involved with a trust in Livonia, Michigan, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.