Benjamin M Mcginnis
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyJan 2026 to now
- Suttle and Stalnaker, PllcAug 2024 to Dec 2025
- Hayflich Cpas PllcMay 2023 to Aug 2024
- Forvis LLPJun 2022 to May 2023
- Dixon, Hughes, Goodman PllcMay 2022 to Jun 2022
- Glenn's Sporting GoodsAug 2021 to Apr 2022
- Dixon, Hughes, Goodman PllcJun 2021 to Jul 2021
- Maynard and Mease CpasJan 2021 to May 2021
- Nomada BakeryDec 2020 to Dec 2020
- La Famiglia, LLCAug 2019 to Dec 2020
- United Methodist Foundation of Wv, Inc.May 2019 to Aug 2019
- Full Time StudentAug 2018 to May 2019
- La Famiglia IncNov 2016 to Aug 2018
- UnemployedMar 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8196494
- Firm CRD
- 149777