Benjamin Alan Mcginnis

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

• 05/2012 → Present
  Morgan Stanley
  Huntington, WV
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*420865 - Foundation for the Tri-State Community; Investment related No; Ashland, Kentucky; Civic/Community, Children/Youth; Board Member, Investment Committee, I have been asked to be Chairman of the Board for 2026 (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 1; Business Development/Growth:Fundraising:Investment Decisions/Advice *589114 - Hoops Family Children's Hospital Trust Committee; Investment Related - No; Huntington, West Virginia; Children/Youth, Health and Welfare; Investment Committee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice *669702 - Guyan Golf and Country Club; Investment Related - No; Huntington, West Virginia; Recreation; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2025; During Business Hours: 0; After Business Hours: 4; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2012-08-22
• S65 Uniform Investment Adviser Law Examination
  2000-02-09
• S63 Uniform Securities Agent State Law Examination
  1999-06-21

Other Names

• Ben Mcginnis
• Benamin Alan Mcginnis