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Ben J Udine

Morgan Stanley

New York, NY

CRD 7978801

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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
NY RA APPROVED 2026-02-20
TX RA APPROVED 2025-07-10
FL RA APPROVED 2025-01-22
  • NY RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2025-07-10
  • FL RA
    APPROVED
    Since 2025-01-22

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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 New York NY 09/2024 Present
University Of Florida Gainesville FL 08/2020 05/2024
Cardinal Gibbons High School Fort Lauderdale FL 08/2017 05/2020
Cypress Bay High School Weston FL 08/2016 05/2017
N/A Boca Raton FL 06/2024 09/2024
Morgan Stanley Private Bank, N.A New York NY 01/2025 Present
  • 09/2024 → Present
    Morgan Stanley
    New York, NY
  • 08/2020 → 05/2024
    University Of Florida
    Gainesville, FL
  • 08/2017 → 05/2020
    Cardinal Gibbons High School
    Fort Lauderdale, FL
  • 08/2016 → 05/2017
    Cypress Bay High School
    Weston, FL
  • 06/2024 → 09/2024
    N/A
    Boca Raton, FL
  • 01/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-21
  • S66 Uniform Combined State Law Examination
    2025-01-21

View on SEC IAPD

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