James BenadumCRD Number: 5153420
Current Firm: Morgan Stanley Investment Management Inc.
James Benadum (CRD# 5153420) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 14 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Morgan Stanley Distribution, Inc.||New York, NY||Dec 2020 - Current||1|
|Morgan Stanley Investment Management Inc.||New York, NY||Dec 2020 - Current||1|
|Morgan Stanley Smith Barney LLC||New York, NY||Jun 2009 - Dec 2020||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management632,629MILLIONS
Total Number of Accounts27,687ACCOUNTS
Average Account Value$22,849,307
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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