BH
BH

Blake Hallock

24 Years of Experience
Coral Springs, FL
1 DisclosureBroker

Blake Hallock is a registered investment advisor at Morgan Stanley, based in Coral Springs, FL, with 24 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

2825 N. University Drive, Suite 400, Coral Springs, FL, 33065

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Denied
Other Business Activities

Blake serves as a trustee or co-trustee for a trust since 2021. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
April 2001 - April 2007 · 6 yrs
State Registrations35 states
AKALAZCACOCTDCDEFLGAILINMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXVAWAWI
AdvisorBrokerBoth

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