Ben Djelassi

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 11/2017
  Morgan Stanley
  Boston, MA
• 08/2015 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → Present
  Creative Planning
  Walpole, MA

Previous Registrations

• 2015-07-24 → 2017-11-06
  Morgan Stanley
  Boston, MA
• 2010-02-12 → 2015-07-31
  Strategic Advisers Llc
  Framingham, MA
  Braintree, MA
• 2004-02-13 → 2008-03-12
  Strategic Advisers Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2002-08-29

Designations

• Certified Financial Planner

Other Names

• Ben Djelassi
• Ben Djelassi
• Benjamin Djelassi