Benjamin Michael Kozera

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

• 06/2014 → Present
  Morgan Stanley
  Greenwich, CT
• 02/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*362383 - The Susie Foundation; Investment related No; Beacon Falls, CT; Charity / Private Foundation; Board member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1; *445042 - The Susie Foundation ; Investment related - No; West Hartford, Connecticut; Children/Youth, Economic Assistance, Medical; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 2; Fundraising

Exams

• S66 Uniform Combined State Law Examination
  2015-02-17