Capitol Securities Management
47yrs
Top advisor by experience in Tampa
3yrs
Benjamin Parson
Financial advisor at Morgan Stanley
Based in Tampa, Florida, Benjamin Parson is a fiduciary financial advisor with 3 years of industry experience. Benjamin has been with Morgan Stanley since 2025; before that, Benjamin spent a year at Florida Financial Advisors. 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 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4050 West Boy Scout Boulevard, Tampa, FL 33607
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 ?1 state
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.
Career
- May 2025 – nowMorgan StanleyCurrent firm
- Feb 2024 – Oct 2024Florida Financial Advisors, LLCPreviously
Contact Benjamin
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Benjamin. 4050 West Boy Scout BoulevardTampa, FL 33607Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Benjamin
How do I contact Benjamin?
Call Morgan Stanley at (914) 225-5510 and ask for Benjamin Parson. Benjamin works from the Tampa, FL office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. 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.
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