Larry
Bluhm

Morgan Stanley

CRD#2496099
Investment Advisor
in Muskegon, MI

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About this Advisor

Larry Bluhm is a financial advisor operating out of Muskegon, Michigan, who has 11 years of work experience. Bluhm works at Morgan Stanley. Bluhm has gained experience at Morgan Stanley and Morgan Stanley Private Bank, N.A. Bluhm maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Michigan and Texas. Morgan Stanley is a business based out of Muskegon, Michigan. The company has offices in 726 locations and a total of 25,600 people on staff. It oversees $904 billion in total assets among its 1,863,328 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Morgan Stanley provides a wide range 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. Financial advisory fees largely vary depending on the type of services. Fees billed by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

800 Ellis Road Suite 125
Muskegon, MI 49441

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

MI Average: 88
Total Number of Accounts

1,863,328

MI Average: 3,892
Average Account Size

$485,315

MI 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

Larry Bluhm Work History

Larry has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2009 - Present (12 years)

Morgan Stanley

Disclosures

Larry Bluhm has 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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