Benjamin
Stafford
Morgan Stanley
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About this Advisor
Benjamin Stafford is a financial advisor based in Gilbert, Arizona, working with Morgan Stanley. Benjamin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Apple, Tw Lewis Holding Company, Linx, The Constellation Network, Epic Solutions, Airbnb, Kern Family Foundation, Reaching & Teaching International Ministries, Uber Technology, Lyft, Bank Of America, N.A, and Morgan Stanley. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Benjamin is part of Morgan Stanley, which operates out of Gilbert, Arizona. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Benjamin Stafford Work History
Morgan Stanley
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Apple
Tw Lewis Holding Company
Uber Technology
Lyft
Linx
Epic Solutions
Airbnb
The Constellation Network
Kern Family Foundation
Reaching & Teaching International Ministries
Disclosures
Please visit the SEC profile of Benjamin Stafford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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