Merrill
44yrs
Top advisor by experience in Santa Rosa
9yrs
Blake Schmidt
Financial advisor at Morgan Stanley
Based in Santa Rosa, California, Blake Schmidt is a fiduciary financial advisor with 9 years of industry experience. Blake joined Morgan Stanley in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 283 advisors with offices in Santa Rosa, and one of 262 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office3562 Round Barn Circle 1st Floor, Santa Rosa, CA 95403
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMorgan StanleyCurrent firm
Questions to ask Blake
Tailored to Blake’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Blake
How do I contact Blake?
Call Morgan Stanley at 914-225-5510 and ask for Blake Schmidt. Blake works from the Santa Rosa, CA office.
How long has Blake been a financial advisor?
Blake has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Blake hold?
Series 66. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake 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 Blake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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