Michelle Sousa Blauth

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

• 06/2010 → 02/2019
  Jpmorgan Chase Bank, Na
  Bedminster, NJ
• 10/2012 → 02/2019
  J.P. Morgan Securities Llc
  Bedminster, NJ
• 03/2019 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flemington, NJ
• 04/2019 → 06/2025
  Bank Of America, N.A.
  Flemington, NJ
• 06/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2019-03-04 → 2025-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flemington, NJ
  Bridgewater, NJ
  Wayne, NJ
  Flemington, NJ
• 2015-09-09 → 2019-03-14
  J.P. Morgan Securities Llc
  Bedminster, NJ
  Morristown, NJ
  Ledgewood, NJ
  Hackettstown, NJ
  Morris Plains, NJ
  N. Arlington, NJ
  Phillipsburg, NJ
  Phillipsburg, NJ

Other Businesses

*645562- Boulder Lake LLC; Investment related-Yes; Flemington, New Jersey; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 1; Owner of the Entitiy- LLC is set up for liability protection to own real estate *645566- Anchor Point at Seneca Falls; Investment related-Yes; Flemington, New Jersey; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Other *645568- The Salt Life at Seaside; Investment related-Yes; Flemington, New Jersey; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Other *645570- Bear Lake Cabin LLC; Investment related-Yes; Flemington, New Jersey; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023 During business hours: 0; After business hours:1; Other

Exams

• S66 Uniform Combined State Law Examination
  2015-08-29
• S63 Uniform Securities Agent State Law Examination
  2009-12-15

Other Names

• Michelle Sousa Livres
• Michelle Livres