Blaine Willenborg
Blaine Willenborg is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 29 years of industry experience. Blaine 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (3)
Employment Separation After Allegations
May 2005Customer Dispute
May 2005Customer Dispute
February 2004Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Advest, INC.
Advest, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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
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