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Blake Ellison is a registered investment advisor at Morgan Stanley, based in Westborough, MA, 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
1 Technology Drive, Westborough, MA, 01581
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Regulatory History (1)
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Customer Dispute
May 2001Settled
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
UBS Financial Services INC.Broker
October 1997 - October 2007 · 10 yrs
Olde Discount CorporationBroker
August 1993 - October 1997 · 4 yrs 2 mos
State Registrations17 states
CACTFLMAMDNCNHNJNVNYPARITXUTVAVTWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.