Fredric Bayles is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 42 years of industry experience. Fredric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
Get directionsHistory
Regulatory History (2)
Regulatory
July 1998Customer Dispute
October 1993Other Business Activities
Fredric is a trustee for a family trust since 2004, spending minimal time on it. He is also a FINRA arbitrator since 2005, but currently has no duties related to this role.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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