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John Clarke Blair

Investment adviser representative at Morgan Stanley
25 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

25 years in the industry.

  1. Morgan StanleyMay 2020 to now
  2. Morgan Stanley Private Bank, National AssociationJan 2015 to now
  3. Morgan Stanley Smith BarneyJun 2009 to now
  4. Citigroup Global Markets Inc.Feb 2001 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1992

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2248176
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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