Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Management fees vary and are negotiable based on client circumstances. Fees are generally billed quarterly, either in advance or arrears, based on market values. The fees listed do not include custodial or other applicable fees. Clients may incur additional expenses such as brokerage commissions and transaction fees. Some strategies invest in REITs, ETFs, and CLOs, which have their own fees. MSIM may receive performance-based fees from certain clients. Clients in wrap fee programs should refer to their program documents for fee details.

Areas of Practice
Investment Management
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Advisor Information

Office location

1585 Broadway, New York, NY, 10036

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin is a member of the Investment Committee for the Hillman Family Foundation, a charitable foundation, dedicating minimal time. He also serves on the Advisory Board for the Next Chapter--Money Management Institute, spending minimal time.

Employment History
Current Registrations
Morgan Stanley Distribution, INC.Broker
June 2024 - Present · 1 yr 7 mos
Eaton Vance Distributors, INC.Broker
June 2024 - Present · 1 yr 7 mos
Morgan Stanley Investment Management INC.
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley Broker
June 2009 - June 2024 · 15 yrs
Morgan Stanley
June 2009 - June 2024 · 15 yrs
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2006 - April 2007 · 4 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Benjamin Cordt Huneke - Financial Advisor | AdvisorDiscover