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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Larry Bluhm Work History
Larry has 11 years of experience.
Morgan Stanley Private Bank, N.A
Larry Bluhm has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA
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.