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Schuyler Baker

11 Years of Experience
Birmingham, AL
Broker

Schuyler Baker is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 11 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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History

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.

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Other Business Activities

Schuyler serves as power of attorney since December 2020. This requires minimal time per week.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - February 2018 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - February 2018 · 3 yrs 11 mos
State Registrations5 states
ALFLGAMSNY
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.
Schuyler Baker - Financial Advisor | TrueAdvisor