Benjamin J Wolter

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

• 09/2023 → Present
  Morgan Stanley
  Chicago, IL
• 06/2022 → 09/2022
  Morgan Stanley
  Chicago, IL
• 01/2022 → 03/2022
  Morgan Stanley
  Chicago, IL
• 05/2021 → 08/2021
  Finegold Commercial Real Estate
  San Francisco, CA
• 10/2019 → 09/2020
  Mathnasium
  Overland Park, KS
• 05/2020 → 07/2020
  Yepkc
  Leawood, KS
• 02/2020 → 06/2020
  Orderboard
  Orem, UT
• 09/2020 → 09/2023
  Northwestern University
  Evanston, IL
• 08/2016 → 05/2020
  Blue Valley North High School
  Overland Park, KS
• 06/2017 → 07/2017
  Hallbrook Country Club
  Leawood, KS

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11

Other Names

• Ben Wolter