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Gregory Baro

34 Years of Experience
Flemington, NJ
1 DisclosureBroker

Gregory Baro is a registered investment advisor at Morgan Stanley, based in Flemington, NJ, with 34 years of industry experience. Gregory 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

200 Route 31 North, Flemington, NJ, 08822

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History

Regulatory History (1)
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Customer Dispute
September 2007
Denied
Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 8 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2004 - March 2015 · 11 yrs 2 mos
Wells Fargo Advisors, LLCBroker
October 2000 - March 2015 · 14 yrs 5 mos
First Union Brokerage Services, INC.Broker
July 1996 - October 2000 · 4 yrs 3 mos
Fleet Enterprises, INC.Broker
August 1992 - July 1996 · 3 yrs 11 mos
Uslife Equity Sales CORP.Broker
April 1992 - July 1992 · 3 mos
State Registrations17 states
CACOCTFLHIMAMDMEMINCNJNYPARITNTXWA
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.
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