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Luisa Baker

7 Years of Experience
Charlottesville, VA
Broker

Luisa Baker is a registered investment advisor at Morgan Stanley, based in Charlottesville, VA, with 7 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

Charlottesville, VA

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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

Luisa is a member of W&HC LLC, a hospital/healthcare business, dedicating about 10-20% of her time after business hours to business development/growth. Luisa also co-owns a rental property and collects rent, but this requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.