BS
BS

Benjamin Seibert

5 Years of Experience
Frederick, MD
Broker

Benjamin Seibert is a registered investment advisor at Morgan Stanley, based in Frederick, MD, with 5 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
Loading...

Location

30 West Patrick Street, Suite 700, Frederick, MD, 21701

Get directions

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.

Learn about disclosures →
Other Business Activities

Benjamin is a cofounder of PeerInvest LLC, a real estate syndication partnership, dedicating a few hours per week to finding and analyzing potential properties. He also owns Conomac Properties LLC and a rental property, spending minimal time on administrative tasks for each.

Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
State Registrations33 states
AZCACOCTDCDEFLGAILINKSKYMAMDMEMNNCNDNJNVNYOHOKORPAPRSCTNTXUTVAVTWV
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.
Benjamin Seibert - Financial Advisor | TrueAdvisor