Trenton Baker is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 15 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
Loading...
Location
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
Get directionsHistory
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
July 2023 - Present · 3 yrs
Morgan Stanley
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - March 2016 · 6 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Citigroup Global Markets INC.
November 2003 - June 2009 · 5 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2003 - June 2009 · 5 yrs 9 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNYOHOKORPASCTNTXUTVAVTWAWIWV
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.