CB
CB
Caresse Blevins is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 27 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
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
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Regulatory History (1)
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Customer Dispute
February 2018Denied
Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - July 2023 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - July 2023 · 11 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 2006 - April 2007 · 9 mos
Morgan Stanley & CO., Incorporated
July 2003 - September 2006 · 3 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
September 2000 - September 2006 · 6 yrs
William Blair & Company L.L.C.Broker
May 1998 - September 2000 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.