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Benjamin E Ow

Morgan Stanley

The Villages, FL

CRD 7408135

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-03
FL RA APPROVED 2023-02-24
  • TX RA
    APPROVED
    Since 2023-05-03
  • FL RA
    APPROVED
    Since 2023-02-24

Branch Locations

832 Lake Sumter Landing, The Villages, FL 32162 • 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
Morgan Stanley Winter Park FL 07/2021 11/2021
Coadvantage Orlando FL 05/2021 06/2021
Teksystems Orlando FL 02/2019 05/2021
Olive Garden Winter Park FL 01/2018 08/2018
Loewes Royal Pacific Orlando FL 03/2017 08/2017
Ucf Orlando FL 05/2016 06/2019
Aeropostale Ocala FL 03/2016 12/2016
Morgan Stanley Private Bank, N.A New York NY 10/2021 11/2021
Morgan Stanley Ocala FL 02/2022 05/2022
Fidelity Investments Orlando FL 07/2022 01/2023
Morgan Stanley The Villages FL 02/2023 Present
Morgan Stanley Private Bank, N.A New York NY 02/2023 Present
  • 07/2021 → 11/2021
    Winter Park, FL
  • 05/2021 → 06/2021
    Coadvantage
    Orlando, FL
  • 02/2019 → 05/2021
    Teksystems
    Orlando, FL
  • 01/2018 → 08/2018
    Olive Garden
    Winter Park, FL
  • 03/2017 → 08/2017
    Loewes Royal Pacific
    Orlando, FL
  • 05/2016 → 06/2019
    Ucf
    Orlando, FL
  • 03/2016 → 12/2016
    Aeropostale
    Ocala, FL
  • 10/2021 → 11/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2022 → 05/2022
    Ocala, FL
  • 07/2022 → 01/2023
    Fidelity Investments
    Orlando, FL
  • 02/2023 → Present
    The Villages, FL
  • 02/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*661645- Electronic Arts Orlando Studio; Investment related: No; Oralndo, Florida; Retail/Online Stores; Tester (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 18; After business hours: 0; Tester for program

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-09
S63 Uniform Securities Agent State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2022-07-09
  • S63 Uniform Securities Agent State Law Examination
    2022-01-31
Other Names
  • Benjamin E Ow
  • Benjamin Emmanuel Ow

View on SEC IAPD

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