Aleta F Baggett Johnson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 06/2024
  Morgan Stanley Smith Barney
  The Woodlands, TX
• 06/2024 → Present
  Morgan Stanley Smith Barney
  San Antonio, TX

Previous Registrations

• 2007-11-15 → 2011-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 2003-02-05 → 2007-09-05
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
• 2000-12-11 → 2002-10-10
  Morgan Stanley Dw Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-08
• S63 Uniform Securities Agent State Law Examination
  2000-08-17

Other Names

• Aleta Faye Baggett
• Aleta Baggett Doom
• Aleta Faye Baggett-Johnson
• Aleta Faye Baggett
• Aleta Baggett Doom
• Aleta Faye Baggett Johnson
• Aleta Baggett Johnson