Benjamin
Panos

Morgan Stanley

CRD#5069238
Investment Advisor
in Kansas City, MO
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About this Advisor

Benjamin Panos is a financial advisor operating out of Kansas City, Missouri, who has been in the financial industry for 13 years. Panos is an advisor for Morgan Stanley. Panos has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Panos has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Morgan Stanley is an advisory firm that has its headquarters in Kansas City, Missouri. The investment advisory business has offices in 702 locations and a total of 26,000 advisors. It controls $735 billion in total assets across its 1,724,668 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 283 charitable organizations. The firm performs a number of services, such as 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. A financial advisor's fees typically are based on the financial services provided. However, fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2Oth Century Tower Ii-Ste. 800 4520 Main Street
Kansas City, MO 64111

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

MO Average: $7,464,549,021
Total Number of Employees

26,000

MO Average: 88
Total Number of Accounts

1,815,592

MO Average: 3,892
Average Account Size

$401,659

MO Average: $1,917,921

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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 Panos Work History

Benjamin has 13 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2005 - Present (14 years)

Citigroup Global Markets Inc

Disclosures

Benjamin Panos has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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