Alexander Richard Blair

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 02/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2016 → 02/2018
  Northwestern Mutual Investment Services Llc
  Lexington, KY
• 07/2018 → Present
  Morgan Stanley
  Louiseville, KY
• 02/2018 → 07/2018
  Unemployed
  Louisville, KY
• 10/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1. Trinity High School; Not Investment related; Louisville, KY; Schooling & Coaching; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jun 2017; During business hours: 10; After business hours: 40; Assistant Golf Coach

Exams

• S66 Uniform Combined State Law Examination
  2018-09-28
• S63 Uniform Securities Agent State Law Examination
  2017-12-28

Other Names

• Alex Blair
• Alexander R Blair