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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Amy Baughman Work History
Amy has 10 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney
Amy Baughman has no disclosures.
Please visit their SEC profile for more details.
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