Benjamin Cooke Rodgers

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 03/2020 → Present
  Morgan Stanley
  Washington, DC
• 03/2014 → 03/2020
  Bny Mellon
  Washington, DC
• 06/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-01-10 → 2014-03-20
  Alliancebernstein L.P.
  Washington, DC

Other Businesses

*657974- Army Emergency Relief; Investment related: No; Arlington, Virginia; Hardship Assistance, Education, Disaster Relief; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 1; After business hours: 2; Business Development/Growth, Investment Decisions/Advice, Finance & Audit Committee

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07

Other Names

• Benjamin Cooke Rodgers
• Benjamin Rodgers
• Ben Cooke Rodgers