Colton
Baker
Morgan Stanley
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About this Advisor
Colton Baker is a financial advisor who works in Alexandria, Virginia with 5 years of industry experience. Baker is an advisor for Morgan Stanley. The advisor has gained experience at Lewis And Clark Outfitters, The Fez Bar, Razor Management, Sign Planet, LLC, Clark Planetarium, Solitude Mountain Resort, Design Ink and Morgan Stanley. Baker holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Texas and Virginia. Morgan Stanley is a financial advisory firm headquartered in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It controls $1 trillion in total assets among its 2,233,188 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Morgan Stanley provides a broad set of services, including 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. Financial management fees largely are based on which services are offered. However, fees charged by Morgan Stanley most likely consist of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Colton Baker Work History
Colton has been registered as a financial advisor for 5 years.*
Morgan Stanley
Morgan Stanley
Clark Planetarium
Solitude Mountain Resort
Design Ink
Razor Management
Sign Planet, LLC
The Fez Bar
Lewis And Clark Outfitters
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colton Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
Baltimore, MD
Oakland, CA
Garden City, NY
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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