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Bailey R Sheimo

Morgan Stanley

Miami, FL

CRD 7357094

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-13
NY RA APPROVED 2021-08-07
  • FL RA
    APPROVED
    Since 2023-11-13
  • NY RA
    APPROVED
    Since 2021-08-07

Branch Locations

200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • 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 New York NY 05/2021 Present
Pricewaterhousecoopers Llp New York NY 06/2018 04/2021
Haver Analytics New York NY 09/2017 05/2018
Greater New York Chamber Of Commerce New York NY 09/2017 12/2017
Gers Usa Consulting Engineers Weston / Remote FL 01/2017 09/2017
Full-Time Education Ames IA 08/2016 12/2016
  • 05/2021 → Present
    Morgan Stanley
    New York, NY
  • 06/2018 → 04/2021
    Pricewaterhousecoopers Llp
    New York, NY
  • 09/2017 → 05/2018
    Haver Analytics
    New York, NY
  • 09/2017 → 12/2017
    Greater New York Chamber Of Commerce
    New York, NY
  • 01/2017 → 09/2017
    Gers Usa Consulting Engineers
    Weston / Remote, FL
  • 08/2016 → 12/2016
    Full-Time Education
    Ames, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
  • S66 Uniform Combined State Law Examination
    2021-08-06

View on SEC IAPD

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