Nicholas BlahaCRD Number: 7418888
Current Firm: Morgan Stanley
Nicholas Blaha (CRD# 7418888) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has 1 year of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Morgan Stanley Smith Barney LLC||Chicago, IL||Aug 2021 - Current||< 1|
|Chipotle Mexican Grill||Oak Brook Terrace, IL||Feb 2019 - May 2021||2|
|Illinois State University||Normal, IL||Aug 2018 - May 2020||1|
|Mccain Foods||Oak Brook, IL||Jun 2019 - Aug 2019||< 1|
|Yusen Logistics||Elk Grove Village, IL||Jun 2018 - Aug 2019||1|
|Harper College||Palatine, IL||Jan 2018 - May 2018||< 1|
|Pirch||Elk Grove Village, IL||Jan 2016 - Nov 2017||1|
|Unemployed||Elk Grove Village, IL||Jun 2015 - Dec 2015||< 1|
|Elgin Community College||Elgin, IL||Aug 2014 - May 2015||< 1|
|Parkland College||Champaign, IL||Aug 2012 - May 2014||1|
|Conant High School||Hoffman Estates, IL||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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