Devon Jerome Baranski

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

• 07/2011 → Present
  Morgan Stanley Smith Barney
  La, CA

Previous Registrations

• 2010-07-26 → 2011-08-01
  Leerink Partners Llc
  Manhattan Beach, CA
  Boston, MA
• 1999-06-15 → 2009-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  La Jolla, CA
  Newport Beach, CA

Other Businesses

(1) BK - 4650 LLC; PRIVATE INVESTMENTS; CO-PARTNERS; CALIFORNIA; JANUARY 2014; 1 HOUR; 0 TRADING HOURS. - - - - *657966- KB - 5046; Investment related: Yes; manhattan beach, California; Investments; manager (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 1; After business hours: 0; Administrative

Exams

• S66 Uniform Combined State Law Examination
  1999-05-17

Other Names

• Devon J Baranski