BC
BC
Blair Ciklin
51 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
Blair Ciklin is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 51 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 1988Settled
Other Business Activities
Blair is a board member for the Port of Palm Beach, a government entity, since 1982. This administrative role requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
October 2005 - April 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
Citigroup Global Markets INC.
April 1991 - October 2005 · 14 yrs 6 mos
Citigroup Global Markets INC.Broker
May 1984 - October 2005 · 21 yrs 5 mos
Prudential-Bache Securities INC.Broker
September 1977 - June 1984 · 6 yrs 9 mos
Bache Halsey Stuart INC.Broker
August 1976 - September 1977 · 1 yr 1 mo
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
January 1975 - February 1976 · 1 yr 1 mo
State Registrations29 states
ALCACOCTDEFLGAILKYMAMDMEMIMNNCNJNMNVNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.