Trent Blossom is a CFP-designated registered investment advisor at Morgan Stanley, based in Portsmouth, NH, with 13 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
1 Harbour Place, Suite 125, Portsmouth, NH, 03801
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cribstone Capital Management, LLC
October 2021 - July 2022 · 9 mos
Mfs Fund Distributors, INC.Broker
June 2013 - October 2021 · 8 yrs 4 mos
Metlife Investors Distribution CompanyBroker
October 2012 - June 2013 · 8 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.