Blaine Chad Woodson

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

• 11/2019 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
• 09/2017 → 08/2019
  Ottawa Redblacks
  Ottawa
• 07/2013 → 12/2017
  University Of Delaware
  Newark, DE
• 12/2016 → 05/2017
  Embassy Suites
  Newark, DE
• 06/2016 → 12/2018
  University Of Delaware
  Newark, DE
• 01/2019 → 03/2019
  Employbridge
  Columbia, MD
• 01/2020 → 03/2022
  Bank Of America N.A.
  Allentown, PA
• 03/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2020-03-02 → 2022-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
  New York, NY

Other Businesses

*496256 - B Woodson Holdings LLC; Investment related - Yes; East Stroudsburg, PA; Automotive/Transportation; Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 3; Check Signing/Funds Disbursements, Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2020-02-29

Other Names

• Blaine Woodson