Blake
Culpepper
Morgan Stanley
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About this Advisor
Blake Culpepper is a financial advisor based out of New Orleans, Louisiana with 8 years of relevant experience. Culpepper is on the advisory team at Morgan Stanley. Culpepper has gained experience at Morgan Stanley, United Bulk Terminals and Morgan Stanley Private Bank, N.A. Culpepper maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Louisiana and Texas. Morgan Stanley is a firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in assets under management among its 2,233,188 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a number of services, such as 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 for financial management vary depending on the financial services. However, fee types charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Blake Culpepper Work History
Blake has been registered as a financial advisor for 8 years.*
Morgan Stanley
Morgan Stanley Private Bank, N.A
United Bulk Terminals
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blake Culpepper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New Haven, CT
Purchase, NY
Baltimore, MD
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Walnut Creek, CA
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Pueblo, CO
Garden City, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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