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Blake J Stamper

Investment adviser representative at Morgan Stanley
13 yearsExperience
3 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

13 years in the industry.

  1. Morgan Stanley Private Bank, N.AJun 2025 to now
  2. Morgan StanleyJan 2023 to now
  3. E*trade Capital Management LLCOct 2021 to Sep 2023
  4. E*trade Securities LLCOct 2021 to Sep 2023
  5. Bank of America, N.A.Sep 2020 to Oct 2021
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Oct 2021
  7. Invesco Distributors, Inc./oppenheimerfundsAug 2013 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 3 states (CO, TX, UT).

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
6136087
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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