MB
MB

Michael Baumer

24 Years of Experience
San Francisco, CA
Broker

Michael Baumer is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 24 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

555 California Street, Pwm, San Francisco, CA, 94104

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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

Michael is involved in numerous LLCs and trusts, often serving as CFO, officer, trustee, or owner/partner. These entities are primarily related to real estate and investment activities, with minimal time commitment to each.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
January 2002 - April 2007 · 5 yrs 3 mos
Morgan Stanley Dw INC.Broker
November 2001 - April 2007 · 5 yrs 5 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.