Mark Lindblom is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
Managed Account Services, LLCBroker
June 2013 - January 2017 · 3 yrs 7 mos
Independent Portfolio Consultants, INC.
June 2013 - January 2017 · 3 yrs 7 mos
Morgan Stanley Smith Barney LLC
April 2010 - December 2010 · 8 mos
Morgan Stanley Smith BarneyBroker
December 2009 - December 2010 · 1 yr
Lehman Brothers INC.Broker
June 2004 - July 2008 · 4 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
February 1994 - June 2004 · 10 yrs 4 mos
The Brokerage Corporation of America, INC.Broker
July 1987 - September 1987 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1985 - September 1986 · 1 yr 2 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.