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Mario Baro

34 Years of Experience
New York, NY
Broker

Mario Baro is a registered investment advisor at Morgan Stanley, based in New York, NY, with 34 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mario owns rental property in Coral Gables, Florida since 2020, dedicating minimal time to it. He is also a board member for a real estate company since 1997.

Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2014 - April 2021 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2014 - April 2021 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - October 2014 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1991 - October 2014 · 23 yrs
State Registrations16 states
CACOCTDEFLGAILMAMDMINDNJNYORTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mario Baro - Financial Advisor | TrueAdvisor