Guneet Kaur Bains-Ajmani

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

• 05/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2015 → 07/2023
  Bancwest Investment Services Inc.
  Walnut Creek, CA
• 01/2015 → 05/2026
  Bmo Bank, N.A.
  Walnut Creek, CA
• 07/2023 → 05/2026
  Lpl Financial Llc
  Napa, CA
• 05/2026 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA

Previous Registrations

• 2023-07-19 → 2026-05-22
  Lpl Financial Llc
  Benicia, CA
  Calistoga, CA
  Napa, CA
  Walnut Creek, CA
  Fairfield, CA
  Saint Helena, CA
  Vallejo, CA
  Vacaville, CA
• 2015-02-03 → 2023-07-19
  Bancwest Investment Services, Inc.
  Walnut Creek, CA
  Berkeley, CA
  Dublin, CA
  Concord, CA
  Berkeley, CA
  Oakland, CA
  Oakland, CA
  Benicia, CA
  Pleasanton, CA
  Vacaville, CA
  Fairfield, CA
  Vallejo, CA
  Calistoga, CA
  Saint Helena, CA
  Clearlake, CA
  Napa, CA
  Vacaville, CA
  Fairfield, CA
  Benicia, CA
  San Francisco, CA
• 2012-02-02 → 2014-10-15
  U.S. Bancorp Advisors, Llc
  Walnut Creek, CA
• 2009-10-23 → 2011-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
• 2006-05-03 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

*700929- Solano Napa Habitat for Humanity; Investment related No; Fairfield, California; Economic Assistance:Hardship Assistance; Board Member:Finance Committee:Other Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 5; Other:Accounting/Bookkeeping Review financial statements, review homeowner reports, engage in budgeting process

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-02
• S63 Uniform Securities Agent State Law Examination
  2000-12-22

Other Names

• Guneet Kaur Bains
• Guneet Kaur Bains-Ajmani
• Guneet Bains-Ajmani