BS
BS

Blake Schochet

18 Years of Experience
Bloomfield Hills, MI
Broker

Blake Schochet is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 18 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

40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2013 - October 2023 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2013 - October 2023 · 10 yrs 7 mos
Brandt Equities LLCBroker
December 2010 - July 2012 · 1 yr 7 mos
Tag Securities CORP.Broker
September 2000 - February 2002 · 1 yr 5 mos
Robb Peck Mccooey Clearing CorporationBroker
June 2000 - August 2001 · 1 yr 2 mos
J.C. Bradford & CO.Broker
April 1998 - July 2000 · 2 yrs 3 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Blake Schochet - Financial Advisor | TrueAdvisor