Brandon Bailey is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 19 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
101 South Capitol Boulevard, Suite 401, Boise, ID, 83702
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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 Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2009 - June 2009 · 4 mos
Citigroup Global Markets INC.Broker
February 2009 - June 2009 · 4 mos
Independent Financial Group, LLC
February 2008 - February 2009 · 1 yr
Independent Financial Group, LLCBroker
February 2007 - February 2009 · 2 yrs
State Registrations28 states
AZCACOFLGAHIIDILINMAMDMIMNMSMTNENHNMNVNYOKORTXUTVAWAWIWY
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.