Pamela Bayard is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 40 years of industry experience. Pamela 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
850 Morrison Drive, Suite 800, Charleston, SC, 29403
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2016Customer Dispute
June 2009Customer Dispute
May 2008Other Business Activities
Pamela is the treasurer for Cane Bay AA Group, a hospital/healthcare organization, since September 2023. She spends minimal time on accounting/bookkeeping and check signing/funds disbursement for this role.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations35 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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