Richard
Blondheim

Morgan Stanley

CRD#2037687
Investment Advisor
in Montgomery, AL

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About this Advisor

Richard Blondheim is a financial advisor operating in Montgomery, Alabama, who has been in the industry for 11 years. Blondheim is an advisor for Morgan Stanley. Blondheim has gained experience at Wells Fargo Advisors LLC, Morgan Stanley and Morgan Stanley Private Bank, National Association. Blondheim holds a Series 63 license, which qualifies them as a securities representative, and is able to operate in Alabama and Texas. Morgan Stanley is an advisory business that has its headquarters in Montgomery, Alabama. The investment advisory business has offices in 726 locations and a total of 25,600 financial advisors. It handles $904 billion in total assets between its 1,863,328 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 313 charities and foundations. Of its 1,863,328 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the financial services. Fees billed by Morgan Stanley can consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

7515 Halcyon Summit Drive
Montgomery, AL 36117

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

AL Average: $7,464,549,021
Total Number of Employees

25,600

AL Average: 88
Total Number of Accounts

1,863,328

AL Average: 3,892
Average Account Size

$485,315

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Blondheim Work History

Richard has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

Disclosures

Richard Blondheim has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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