Alexander Robert Blank

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

• 06/2013 → Present
  Morgan Stanley Smith Barney Llc
  Portland, OR
• 07/2014 → 02/2017
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 12/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-08-24 → 2013-07-23
  Wells Fargo Clearing Services, Llc
  Portland, OR
  Vancouver, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-18
• S63 Uniform Securities Agent State Law Examination
  2011-08-10

Other Names

• Alex Robert Blank