Benjamin Marcano

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

• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  White Plains, NY
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  White Plains, NY
• 03/2021 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 06/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2015-07-10 → 2021-03-30
  Wells Fargo Clearing Services, Llc
  New York, NY
  White Plains, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2005-10-10 → 2010-11-12
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

260 PICCOLO LLC; DAVENPORT, FL; 100% OWNERSHIP; START DATE 4/1/2013; HOURS: 1 PER MONTH - 0 DURING TRADING; DUTIES: LLC FOR RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-07
• S63 Uniform Securities Agent State Law Examination
  2003-06-16

Other Names

• Ben Marcano
• Benny Marcano