Benjamin Adam Morgret

Federated Global Investment Management CORP.

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Federated Global Investment Management CORP.

Compensation

Fee-Only (AUM)

Firm Size

203 advisors

Number of Clients

74 clients

Average Client Portfolio

$200.3M average

Assets Under Management

$14.8B

Fee Structure

Financial Planning:Investment management only

Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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History

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.

Other Business Activities

Since 2025, Benjamin has been a partner/registered agent at Morgret Real Estate LLC, spending a few hours per week. This activity is not investment-related and is performed outside of trading hours.