Amy
Baughman

Morgan Stanley

CRD#5443755
Investment Advisor
in Fairhope, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Amy Baughman is a financial advisor operating in Fairhope, Alabama, with a total of 10 years of experience as a financial advisor. Baughman works at Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Baughman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Alabama and Texas. Morgan Stanley is an advisory company headquartered in Fairhope, Alabama. The investment advisory business has offices in 726 locations and a total of 25,600 advisors. It administers $904 billion in total assets among its 1,863,328 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 313 charitable organizations. Of its 1,863,328 accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Morgan Stanley provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which service is offered. However, fee types billed by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

7530 Parker Road
Fairhope, AL 36532

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

AL Average: $7,464,549,021
Total Number of Employees

25,600

AL Average: 88
Total Number of Accounts

1,863,328

AL Average: 3,892
Average Account Size

$485,315

AL Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Amy Baughman Work History

Amy has 10 years of experience.

2019 - Present (2 years)

Morgan Stanley Private Bank, N.A

2010 - Present (11 years)

Morgan Stanley Smith Barney

Disclosures

Amy Baughman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started