J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
9yrs
Benjamin Sutton
Financial advisor at Morgan Stanley
Benjamin Sutton has worked in the financial industry for 9 years and is a fiduciary financial advisor based in San Francisco, California. Benjamin has been with Morgan Stanley since 2017. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office101 California Street 23rd Floor, San Francisco, CA 94111
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 66Uniform Combined State Law Examination
Career
- 2017 – nowMorgan StanleyCurrent firm
Contact Benjamin
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Benjamin. 101 California Street 23rd FloorSan Francisco, CA 94111Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Morgan Stanley at (914) 225-5510 and ask for Benjamin Sutton. Benjamin works from the San Francisco, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin 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.
Other advisors nearby
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco