Benjamin C. Huneke
MORGAN STANLEY INVESTMENT MANAGEMENT | Managing Director- Head of Investment Solutions
New York, NY 10036
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CRD#: 2796985
Professional summary
Benjamin Cordt Huneke, who also goes by Benjamin Cordt Hunehe, is a registered financial advisor currently at MORGAN STANLEY INVESTMENT MANAGEMENT INC. located in New York, New York and EATON VANCE DISTRIBUTORS, INC. located in New York, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Benjamin has worked at 6 firms and has passed the Series 66, Series 79TO, SIE, Series 3, Series 7 and Series 24 exams.
Biography
Ben Huneke is a Managing Director and Head of the Investments Solutions Group of Morgan Stanley Wealth Management. His responsibilities include the development, approval, marketing and distribution of all investment products. In addition, his team is responsible for support of the industry’s largest advisory program and the development of the Financial Advisor desktop. He is a member of the Firm’s Management Committee. Ben serves on the board of the charitable organization Invest in Others. He is also a former Chairman of the Insured Retirement Institute and board member of Expect Miracles. He holds an AB from Princeton University and an MBA from Columbia University.Ben Huneke is a Managing Director and Head of the Investments Solutions Group of Morgan Stanley Wealth Management. His responsibilities include the development, approval, marketing and distribution of all investment products. In addition, his team is responsible for support of the industry’s largest advisory program and the development of the Financial Advisor desktop. He is a member of the Firm’s Management Committee. Ben serves on the board of the charitable organization Invest in Others. He is also a former Chairman of the Insured Retirement Institute and board member of Expect Miracles. He holds an AB from Princeton University and an MBA from Columbia University.
Activity
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benjamin Cordt Hunehe
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Hillman Family Foundation; Investment related: No; Pittsburgh, PA; Charitable Foundation; Member of the Investment Committee(proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1;
2. *411510 - Next Chapter--Money Management Institute; Investment related - No; New York, New York; Investment/Finance/Banking; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 2; After business hours: 0; Discuss industry trends
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Cordt Huneke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Columbia Business School
2001
Princeton University
1996
Experience
Current
June 27, 2024 - Present
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
Office #1: 1585 Broadway, New York, NY 10036RIA
CRD#: 110353
New York, NY
Current
June 27, 2024 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: 1585 Broadway, New York, NY 10036BD
CRD#: 37731
New York, NY
Current
June 27, 2024 - Present
MORGAN STANLEY DISTRIBUTION, INC.
Office #1: 1585 Broadway, New York, NY 10036BD
CRD#: 30344
New York, NY
Past
June 1, 2009 - June 27, 2024
MORGAN STANLEY
RIA
CRD#: 149777
New York, NY
Past
June 1, 2009 - June 27, 2024
MORGAN STANLEY
BD
CRD#: 149777
New York, NY
Past
December 5, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
NEW YORK, NY
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
December 13, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
AFFINITY | VAN KAMPEN | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | MORGAN STANLEY DEAN WITTER INVESTMENT MANAGEMENT INC. | MORGAN STANLEY ASSET MANAGEMENT | MILLER ANDERSON | MAS
CRD#: 110353 / SEC#: 801-15757
RIA
Registered Investment Advisory firm - (1/28/1981 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(6/27/2024)
IAR
New Jersey(6/28/2024)
RR
New York(6/27/2024)
IAR
New York(6/27/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MS
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
AFFINITY | VAN KAMPEN | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | MORGAN STANLEY DEAN WITTER INVESTMENT MANAGEMENT INC. | MORGAN STANLEY ASSET MANAGEMENT | MILLER ANDERSON | MAS
CRD#: 110353 / SEC#: 801-15757
RIA
Registered Investment Advisory firm - (1/28/1981 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1585 Broadway, New York, NY 10036
Mailing Address
Phone number
(212) 761-4000
Established
Firm type
Fiscal year end
# of Employees
523
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21,920 |
| AUM (Assets Under Management) | $ 619,196,027,920 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/24/2025 | ||
| 10/24/2023 | ||
| 01/26/2023 |
Red Flags
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Company Information
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
Managing Director- Head of Investment SolutionsCRD#: 110353New York, NY 10036TRUST BUT VERIFY
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