Bayard T Demallie

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2002-09-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  New York, NY
  New York, NY
• 2002-05-22 → 2002-09-09
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

TO SERVE AS BOARD MEMBER / TREASURER FOR THE CLASS OF 1980 ASSOCIATION FOR KING'S ACADEMY (FUNDRAISING / ALUMNI SUPPORT). 3RD WIRE WIRELESS NETWORKING TECHNOLOGY

Exams

• S66 Uniform Combined State Law Examination
  2000-10-11

Other Names

• Bayard T Demallie
• Bayard T Demallie
• Bayard T Demallie Iii
• Bayard T Demallie
• Bayard T Demallie Iii