Gay BennCRD Number: 6707833
Current Firm: Morgan Stanley
Gay Benn (CRD# 6707833) is an Investment Advisor Representative working at Morgan Stanley in Pasadena, CA and has over 2 years of experience in the finance industry.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Morgan Stanley||Pasadena, CA||Dec 2019 - Current||1|
|Krost Cpas||Pasadena, CA||Sep 2018 - Oct 2019||1|
|1st Global Capital, Corp.||Pasadena, CA||Sep 2018 - Oct 2019||1|
|Unemployed||Pasadena, CA||Feb 2018 - Sep 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Angeles, CA||Sep 2016 - Feb 2018||1|
|Unemployed||Pasadena, CA||Feb 2016 - Sep 2016||< 1|
|Williams Sonoma Inc.||Pasadena, CA||Nov 2015 - Feb 2016||< 1|
|Osher Van De Voorde Investment Managment||Pasadena, CA||Dec 2007 - Feb 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management1,075,993MILLIONS
Total Number of Accounts1,955,913ACCOUNTS
Average Account Value$550,123
- 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 investment companies (as well as "business development companies")
- 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, WY
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