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Debra Blair

29 Years of Experience
Norwell, MA
1 DisclosureBroker

Debra Blair is a registered investment advisor at Morgan Stanley, based in Norwell, MA, with 29 years of industry experience. Debra 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23124 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

141 Longwater Drive, Suite 102, Norwell, MA, 02061

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History

Regulatory History (1)
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Criminal
January 1975
Final Disposition
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 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.
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