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Alexander Blank is a registered investment advisor at Morgan Stanley, based in Portland, OR, with 14 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
760 South West 9th Avenue, Suite 2100, Portland, OR, 97205
Get directionsHistory
Regulatory History (1)
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Criminal
November 2004Final Disposition
Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
July 2014 - February 2017 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
August 2011 - July 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
August 2011 - July 2013 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.