Robert Bailey is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 35 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
3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243
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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 StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Wachovia Securities, LLCBroker
September 2005 - November 2008 · 3 yrs 2 mos
Wachovia Securities, LLC
September 2005 - November 2008 · 3 yrs 2 mos
Legg Mason Wood Walker INC
September 2002 - September 2005 · 3 yrs
Legg Mason Wood Walker, IncorporatedBroker
August 2002 - September 2005 · 3 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
October 1999 - September 2002 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - September 2002 · 3 yrs 1 mo
J.C. Bradford & CO.Broker
March 1996 - August 1999 · 3 yrs 5 mos
The Robinson-Humphrey Company INC.Broker
July 1990 - March 1996 · 5 yrs 8 mos
State Registrations35 states
ALARAZCACODCDEFLGAHIINKSLAMDMIMOMSNCNENHNJNMNYOHOKORPARISCTNTXUTVAVirgin IslandsWA
AdvisorBrokerBoth
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
No exam information available for this advisor.