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Blake T Goodman

Morgan Stanley

Atlanta, GA

CRD 5671735

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-10-21
GA RA APPROVED 2009-10-22
  • TX RA
    APPROVED_RES
    Since 2015-10-21
  • GA RA
    APPROVED
    Since 2009-10-22

Branch Locations

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • 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
Morgan Stanley Smith Barney Atlanta GA 05/2009 Present
Morgan Stanley Atlanta, GA 10/2015 Present
  • 05/2009 → Present
    Morgan Stanley Smith Barney
    Atlanta, GA
  • 10/2015 → Present
    Atlanta,, GA
Other Businesses

*694505- Turo; Investment related: No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 4; Renting my cars using their service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-16
  • S66 Uniform Combined State Law Examination
    2009-10-16

View on SEC IAPD

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