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Blaine Willenborg
28 Years of Experience
Aventura, FL
3 DisclosuresBroker
Blaine Willenborg is a registered investment advisor at Morgan Stanley, based in Aventura, FL, 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
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Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
May 2005Customer Dispute
May 2005Closed-No Action
Customer Dispute
February 2004Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2005 - June 2009 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Advest, INC.
July 2005 - December 2005 · 5 mos
Advest, INC.Broker
June 2005 - December 2005 · 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 1997 - June 2005 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1997 - June 2005 · 8 yrs
State Registrations15 states
CACOCTFLGAILKYMAMDNJNVNYORTNTX
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.