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Benjamen Charles Fagerlind

Morgan Stanley

Kirkland, WA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-06
WA RA APPROVED 2025-06-06
  • TX RA
    APPROVED
    Since 2025-06-06
  • WA RA
    APPROVED
    Since 2025-06-06

Branch Locations

4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Century City CA 04/2013 05/2018
Bank Of America, N.A. Century City CA 04/2013 05/2018
J.P. Morgan Chase Bank, N.A. Los Angeles CA 05/2018 06/2025
J.P. Morgan Securities Llc Los Angeles CA 05/2018 06/2025
Morgan Stanley Smith Barney Llc Kirkland WA 06/2025 Present
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 04/2013 → 05/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Century City, CA
  • 04/2013 → 05/2018
    Bank Of America, N.A.
    Century City, CA
  • 05/2018 → 06/2025
    J.P. Morgan Chase Bank, N.A.
    Los Angeles, CA
  • 05/2018 → 06/2025
    J.P. Morgan Securities Llc
    Los Angeles, CA
  • 06/2025 → Present
    Morgan Stanley Smith Barney Llc
    Kirkland, WA
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-22
  • S66 Uniform Combined State Law Examination
    2013-05-22
Other Names
  • Benjamin C Fagerlind
  • Benjamen Charles Fagerlind
  • Benjamen Fagerlind

View on SEC IAPD

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