Carol Blunk is a registered investment advisor at Morgan Stanley, based in Gladstone, MO, with 32 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
Gladstone, MO
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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 StanleyBroker
August 2017 - Present · 8 yrs 11 mos
Morgan Stanley
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Centennial Securities Company, INC.Broker
June 2016 - July 2017 · 1 yr 1 mo
Centennial Securities Company INC
June 2016 - July 2017 · 1 yr 1 mo
Envestnet | Pmc
September 2013 - September 2016 · 3 yrs
Portfolio Brokerage Services, INC.Broker
September 2013 - September 2016 · 3 yrs
Vestor Capital Partners, LLC
November 2006 - January 2012 · 5 yrs 2 mos
Vestor Capital Securities, LLCBroker
March 2005 - January 2012 · 6 yrs 10 mos
Banc One Securities CorporationBroker
October 2003 - January 2005 · 1 yr 3 mos
Scudder Distributors, INC.Broker
February 1995 - March 2003 · 8 yrs 1 mo
Kemper Financial Services, INC.Broker
January 1991 - February 1995 · 4 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.