KB
KB

Kendall Bensche

4 Years of Experience
New York, NY
Broker

Kendall Bensche is a registered investment advisor at Morgan Stanley, based in New York, NY, with 4 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

1585 Broadway, New York, NY, 10036

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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

Kendall has an investment account with JPM that was opened before their employment with Morgan Stanley. This account has already been disclosed to Morgan Stanley.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.