Benjamin Joshua Hanley

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

• 11/2012 → 01/2017
  Morgan Stanley
  Columbus, OH
• 01/2017 → Present
  Morgan Stanley
  Walnut Creek, CA

Other Businesses

*608588 - Rental Property; Investment related: Yes; Napa, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 2; Property Beneficial Owner. Property management outsourced.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-23
• S63 Uniform Securities Agent State Law Examination
  2013-03-28

Other Names

• Benjamin Joshua Hanley