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Michael Bradley Balsom

Morgan Stanley

Centerville, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-04-29
TX RA APPROVED 2019-04-26
  • OH RA
    APPROVED
    Since 2019-04-29
  • TX RA
    APPROVED
    Since 2019-04-26

Branch Locations

7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner And Smith Incorporated Oakwood OH 07/2012 04/2019
Bank Of America, N.A. Oakwood OH 10/2012 04/2019
Morgan Stanley Centerville OH 04/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 05/2019 Present
  • 07/2012 → 04/2019
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Oakwood, OH
  • 10/2012 → 04/2019
    Bank Of America, N.A.
    Oakwood, OH
  • 04/2019 → Present
    Morgan Stanley
    Centerville, OH
  • 05/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-16
  • S66 Uniform Combined State Law Examination
    2012-08-16
Other Names
  • Michael Balsom
  • Michael Bradley Balsom
  • Michael Bradley Balsom
  • Brad Balsom

View on SEC IAPD

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Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RIDGELINE WEALTH PLANNING LLC · CENTERVILLE, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH

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