RB
RB

Richard Blondheim

36 Years of Experience
Montgomery, AL
Broker

Richard Blondheim is a registered investment advisor at Morgan Stanley, based in Montgomery, AL, with 36 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

7515 Halcyon Summit Drive, Montgomery, AL, 36117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard is the sole proprietor/owner of Joy to Life Publishing, LLC, a quarterly magazine, since 2016. He is also the Vice President of Agudath Israel Etz Ahayem Synagogue and a Board Member/Founder of Joy to Life Foundation, dedicating minimal time to these roles outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - November 2015 · 7 yrs 10 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2015 · 7 yrs 10 mos
A. G. Edwards & Sons, INC.
April 1996 - January 2008 · 11 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
March 1990 - January 2008 · 17 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.