Wendy S Franklin-Bayley

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

• 08/2015 → 10/2017
  Morgan Stanley & Co. Llc
  Baltimore, MD
• 03/2017 → 10/2017
  Morgan Stanley Services Group Inc.
  Baltimore, MD
• 10/2017 → 09/2019
  Wells Fargo Clearing Services Llc
  Baltimore, MD
• 09/2019 → 06/2022
  Marks Wealth Management
  Annopolis, MD
• 08/2022 → 04/2023
  Raymond James Financial Services, Inc.
  Townson, MD
• 08/2022 → 04/2023
  Clearplan Wealth Management
  Towson, MD
• 05/2023 → Present
  Morgan Stanley
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2023-03-18
• S63 Uniform Securities Agent State Law Examination
  2011-12-23

Other Names

• Wendyann Franklin
• Wendy S Franklin
• Wendyann Sharon Franklin
• Wendy Franklin-Bayley