Gregory Blair

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

• 10/1998 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, MD
• 12/2009 → 01/2021
  Bank Of America, N.A.
  Columbia, MD
• 01/2021 → Present
  Morgan Stanley Smith Barney Llc
  Baltimore, MD
• 03/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1999-03-19 → 2021-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, MD
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-05
• S63 Uniform Securities Agent State Law Examination
  1999-02-26

Other Names

• Greg Blair
• Gregory Michael Blair