BB
BB

Barry Blalock

14 Years of Experience
Louisville, KY
1 DisclosureBroker

Barry Blalock is a registered investment advisor at Morgan Stanley, based in Louisville, KY, 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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History

Regulatory History (1)
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Customer Dispute
February 2015
Withdrawn
Other Business Activities

Barry is a board member for Douglass Hills Swim & Dive Team, spending a few hours per week on business development, fundraising, and accounting. Barry is also the sole proprietor/owner of Bluegrass Venture Fund LLC, a real estate venture, dedicating a few hours per week to accounting, check signing, and labor/service.

Employment History
Current Registrations
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
PNC Investments
November 2013 - June 2022 · 8 yrs 7 mos
PNC InvestmentsBroker
November 2013 - June 2022 · 8 yrs 7 mos
Bb&t Investment Services, INC.Broker
November 2012 - November 2013 · 1 yr
Bb&t Investment Services, INC.
November 2012 - November 2013 · 1 yr
Wells Fargo Advisors, LLC
August 2011 - November 2012 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
July 2011 - November 2012 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2011 - May 2011 · 1 mo
State Registrations18 states
CACODCFLILINKSKYMDMIMNMONCOHTNTXWAWV
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.
Barry Blalock - Financial Advisor | TrueAdvisor