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Baylis Gruber

51 Years of Experience
Fort Myers, FL
2 DisclosuresBroker

Baylis Gruber is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 51 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

7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 1987
Final
Customer Dispute
December 1982
Award / Judgment
Other Business Activities

Baylis is the president of KISS Computer Company, a software company, and spends minimal time on it. He is also an officer at Bay USA, Inc., a children's game company, dedicating a few hours per week to creating and selling games.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley
January 1991 - April 2006 · 15 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 1978 - April 2006 · 28 yrs 2 mos
Reynolds Securities, INC.Broker
April 1972 - February 1978 · 5 yrs 10 mos
State Registrations28 states
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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.