Barry Blalock is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 15 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
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Regulatory History (1)
Customer Dispute
February 2015Other 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
Morgan Stanley
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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
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