BM
Benjamin Adam Morgret
6 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
204 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B
Fee Structure
Financial Planning:Investment management only
Federated Global Investment Management Corp.'s fees for providing Investment Supervisory Services to Investment Companies generally are based upon the client’s average net assets. Fees currently range from 0.55% to 0.90% (0.40% to 0.50% for sub-advised Investment Companies).
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
1001 Liberty Avenue, Pittsburgh, PA, 15222-3779
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Since 2025, Benjamin has been a partner/registered agent at Morgret Real Estate LLC, spending a few hours per week. This activity is not investment-related and is performed outside of trading hours.
Employment History
Current Registrations
Federated Global Investment Management CORP.
October 2019 - Present · 6 yrs 3 mos
Mdt Advisers, a Division of Federated Mdta LLC
September 2019 - Present · 6 yrs 4 mos
Federated Securities CORP.
September 2019 - Present · 6 yrs 4 mos
Federated Investment Counseling
September 2019 - Present · 6 yrs 4 mos
Federated Securities CORP.
August 2019 - Present · 6 yrs 5 mos
Federated Securities CORP. Broker
August 2019 - Present · 6 yrs 5 mos
State Registrations12 states
DCDEILMAMDNCNJNYOHPAVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.