CB
CB
Craig Bloom is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, with 35 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
15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2009Withdrawn
Customer Dispute
November 2008Settled
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.
May 2000 - September 2008 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2000 - September 2008 · 8 yrs 4 mos
Sanford C. Bernstein & CO., INC.Broker
July 1991 - May 2000 · 8 yrs 10 mos
Drexel Burnham Lambert IncorporatedBroker
January 1989 - July 1989 · 6 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.