Merrill
47yrs
Top advisor by experience in Mystic
35yrs
Mark Benedict has worked in the financial industry for 35 years and is a financial advisor based in Mystic, Connecticut. After a year at Morgan Stanley & Co. and 16 years at Merrill, Mark joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office12 Coogan Boulevard Suite 201, Mystic, CT 06355
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Nov 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1992 – 2008MerrillPreviously
Contact Mark
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Mark. 12 Coogan Boulevard Suite 201Mystic, CT 06355Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Morgan Stanley at (914) 225-5510 and ask for Mark Benedict. Mark works from the Mystic, CT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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