Kendall Bensche (CRD# 7273278) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | New York, NY | Jul 2021 - Current | 2 |
Harvard University | Cambridge, MA | Sep 2017 - May 2021 | 3 |
Morgan Stanley | New York, NY | Jun 2020 - Aug 2020 | < 1 |
Ruane, Cunniff And Goldfarb | New York, NY | May 2019 - Aug 2019 | < 1 |
Scarsdale High School | Scarsdale, NY | Sep 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- NY
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Other
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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