Blake
Mccall

Morgan Stanley

CRD#6872563
Investment Advisor
in Charlotte, NC

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About this Advisor

Blake Mccall is a financial advisor who works in Charlotte, North Carolina who has 5 years of industry experience. Mccall is currently employed by Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Bouk Catering, Let'S Talk Payments, Clemson University, Mac'S Speed Shop, Wa Hough High School and Morgan Stanley Private Bank, N.A. Mccall holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Morgan Stanley is a financial advisory company based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in total assets among its 2,233,188 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Morgan Stanley has 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 charged by financial advisors typically vary depending on the financial services. Fee types billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

Office Location

6805 Carnegie Boulevard Suite 400
Charlotte, NC 28211

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NC Average: 88
Total Number of Accounts

2,233,188

NC Average: 3,892
Average Account Size

$530,659

NC Average: $1,917,921

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 Mccall Work History

Blake has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2017 - Present (7 years)

Morgan Stanley

2014 - Present (10 years)

Bouk Catering

2017 - 2017 (< 1 year)

Let'S Talk Payments

2015 - 2017 (2 years)

Clemson University

2014 - 2015 (1 year)

Clemson University

2013 - 2014 (1 year)

Clemson University

2013 - 2013 (< 1 year)

Mac'S Speed Shop

2012 - 2013 (1 year)

Wa Hough High School

*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 Mccall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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