Strategic Advisers
47yrs
Top advisor by experience at Strategic Advisers
34yrs
Stacy E Bledsoe
Financial advisor at Morgan Stanley
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in North Carolina
Office6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
- 1998 – 2022Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Stacy
Tailored to Stacy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Stacy
How do I contact Stacy?
Call Morgan Stanley at 914-225-5510 and ask for Stacy E Bledsoe. Stacy works from the Chapel Hill, NC office.
How long has Stacy been a financial advisor?
Stacy has been in the industry since 1992, about 34 years. Top 7% by experience in North Carolina.
What licenses does Stacy hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Stacy a fiduciary?
Stacy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stacy paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Stacy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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