Benjamin Ow (CRD# 7408135) is an Investment Advisor Representative working at Morgan Stanley in The Villages, FL and has over 2 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | The Villages, FL | Feb 2023 - Current | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Feb 2023 - Current | 1 |
| Fidelity Investments | Orlando, FL | Jul 2022 - Jan 2023 | < 1 |
| Morgan Stanley | Ocala, FL | Feb 2022 - May 2022 | < 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Oct 2021 - Nov 2021 | < 1 |
| Morgan Stanley | Winter Park, FL | Jul 2021 - Nov 2021 | < 1 |
| Coadvantage | Orlando, FL | May 2021 - Jun 2021 | < 1 |
| Teksystems | Orlando, FL | Feb 2019 - May 2021 | 2 |
| Ucf | Orlando, FL | May 2016 - Jun 2019 | 3 |
| Olive Garden | Winter Park, FL | Jan 2018 - Aug 2018 | < 1 |
| Loewes Royal Pacific | Orlando, FL | Mar 2017 - Aug 2017 | < 1 |
| Aeropostale | Ocala, FL | Mar 2016 - Dec 2016 | < 1 |
| West Port Highschool | Ocala, FL | Aug 2012 - May 2016 | 3 |
| College Of Central Florida | Ocala, FL | Jan 2014 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- FL
- TX
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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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