Ben DjelassiCRD Number: 4555780
Current Firm: Morgan Stanley
Ben Djelassi (CRD# 4555780) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has over 15 years of experience in the finance industry. Ben Djelassi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Aug 2015 - Current||2|
|Morgan Stanley||Boston, MA||Jul 2015 - Current||2|
|Fidelity Investments||Braintree, MA||Jan 2010 - Jul 2015||5|
|Natixis Global Associates||Boston, MA||Sep 2008 - Dec 2009||1|
|Raymond James Financial Services||Boston, MA||Apr 2008 - Sep 2008||< 1|
|Fidelity Brokerage Services||Marlborough, MA||Jul 2003 - Mar 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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