Craig Bloom is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, with 35 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403
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Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
November 2008Other Business Activities
Craig is on the finance or investment committee for Campbell Hall, a K-12 college preparatory school, spending minimal time. He is also a partner in Bray Street Partners, a real estate venture, dedicating minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Sanford C. Bernstein & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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