OB
OB
Olga Blanchette
21 Years of Experience
Sugar Land, TX
2 DisclosuresBroker
Olga Blanchette is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, with 21 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
16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2023Denied
Customer Dispute
October 2013Denied
Other Business Activities
Olga is involved with Lancelot Properties Series LLC since 2018, purchasing real estate to rent out and managing the properties. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2018 · 5 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2018 · 5 yrs 10 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
July 2004 - July 2005 · 1 yr
State Registrations9 states
ARAZCADEFLMDNYTXWI
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.