Maria Bailey is a registered investment advisor at Morgan Stanley, based in Savannah, GA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - May 2012 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - May 2012 · 1 yr
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - March 2010 · 6 mos
Stifel, Nicolaus & Company, Incorporated
September 2009 - March 2010 · 6 mos
UBS Financial Services INC.
March 2003 - September 2009 · 6 yrs 6 mos
UBS Financial Services INC.Broker
August 2000 - September 2009 · 9 yrs 1 mo
J.C. Bradford & CO.Broker
December 1996 - August 2000 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.