BH
BH

Benjamin Cordt Huneke

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only
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Location

1585 Broadway, New York, NY, 10036

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History

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 8 mos
Eaton Vance Distributors, INC.Broker
June 2024 - Present · 1 yr 8 mos
Morgan Stanley Investment Management INC.
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan StanleyBroker
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.