BM
BM
Benjamin Moore is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 47 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
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History (1)
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Customer Dispute
January 1995Settled
Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
UBS Financial Services INC.Broker
August 1994 - September 2007 · 13 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1989 - September 1994 · 5 yrs 7 mos
Shearson Lehman Hutton INC.Broker
May 1988 - March 1989 · 10 mos
E. F. Hutton & Company INCBroker
September 1978 - May 1988 · 9 yrs 8 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.