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Alicia Blencke

19 Years of Experience
Plano, TX
1 DisclosureBroker

Alicia Blencke is a registered investment advisor at Morgan Stanley, based in Plano, TX, with 19 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

7500 Dallas Parkway, Suite 500, Plano, TX, 75024

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History

Regulatory History (1)
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Customer Dispute
November 2022
Denied
Other Business Activities

Alicia is a partner in D and D Land, LLC, an agriculture business in Louisiana, since 1999. She dedicates minimal time outside of business hours to this investment-related activity.

Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2022 · 10 yrs
J.P. Morgan Securities LLC
October 2012 - October 2022 · 10 yrs
Chase Investment Services CORP.Broker
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.
April 2006 - January 2008 · 1 yr 9 mos
Chase Investment Services CORP.Broker
April 2006 - January 2008 · 1 yr 9 mos
Metlife Securities INC.Broker
March 2004 - April 2004 · 1 mo
Metropolitan Life Insurance CompanyBroker
March 2004 - April 2004 · 1 mo
Marquis Investments, L.L.C.Broker
March 1994 - April 1995 · 1 yr 1 mo
Gna Securities, INC.Broker
October 1993 - February 1994 · 4 mos
State Registrations27 states
ARAZCACOCTDEFLGAILINKSLAMDMIMSNCNHNMNVNYOHOKSCTNTXUTVT
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.