BG
BG
Blake Grouw is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 8 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
221 Main Street, Suite 1340, San Francisco, CA, 94105
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Regulatory History (1)
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Criminal
December 2008Final Disposition
Employment History
Current Registrations
Morgan Stanley
December 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
December 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - May 2024 · 2 mos
J.P. Morgan Securities LLCBroker
September 2023 - May 2024 · 8 mos
First Republic Securities Company, LLCBroker
April 2017 - September 2023 · 6 yrs 5 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.