Debra Blair is a registered investment advisor at Morgan Stanley, based in Norwell, MA, with 28 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
Loading...
Location
141 Longwater Drive, Suite 102, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1975Final Disposition
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2003 - June 2009 · 5 yrs 6 mos
Scudder Distributors, INC.Broker
October 2001 - June 2002 · 8 mos
Scudder Investor Services, INC.Broker
November 2000 - October 2001 · 11 mos
Scudder Investor Services, INC.Broker
October 1994 - November 1999 · 5 yrs 1 mo
State Registrations35 states
AKAZCACOCTDCDEFLGAHIIDILKSMAMDMEMIMONCNHNJNVNYOHORPARISCSDTNTXVAVTWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.