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Trenton R Baker

Morgan Stanley

Fort Myers, FL

Columbus, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-05
TX RA APPROVED 2023-10-06
OH RA APPROVED 2023-06-23
  • FL RA
    APPROVED
    Since 2023-12-05
  • TX RA
    APPROVED
    Since 2023-10-06
  • OH RA
    APPROVED
    Since 2023-06-23

Branch Locations

7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States

4449 Easton Way Suite 300, Columbus, OH 43219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Columbus OH 05/2023 Present
Retirement Estero FL 03/2016 05/2023
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 05/2023 → Present
    Morgan Stanley Smith Barney
    Columbus, OH
  • 03/2016 → 05/2023
    Retirement
    Estero, FL
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-21
S65 Uniform Investment Adviser Law Examination 2003-11-28
S63 Uniform Securities Agent State Law Examination 2003-10-10
  • S66 Uniform Combined State Law Examination
    2023-06-21
  • S65 Uniform Investment Adviser Law Examination
    2003-11-28
  • S63 Uniform Securities Agent State Law Examination
    2003-10-10
Designations
Other Names
  • Trent Baker
  • Trenton Ray Baker
  • Trent R Baker

View on SEC IAPD

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WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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