Wyatt Dalton Bacon

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

• 09/2018 → 04/2019
  Morgan Stanley Smith Barney Llc
  Oakland, CA
• 03/2018 → 05/2018
  Adp
  Folsom, CA
• 08/2014 → 02/2018
  University Of The Pacific
  Stockton, CA
• 08/2013 → 05/2017
  University Of The Pacific
  Stockton, CA
• 06/2018 → 09/2018
  Unemployed
  Stockton, CA
• 11/2018 → 04/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2019 → 07/2022
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 04/2019 → 07/2022
  Charles Schwab Bank, Ssb
  San Francisco, CA
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2019-05-13 → 2022-08-02
  Charles Schwab & Co., Inc.
  Walnut Creek, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2019-01-01 → 2019-04-10
  Morgan Stanley
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-12-28