Randall Lee Barnes

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

• 02/2019 → Present
  Morgan Stanley
  Dallas, TX
• 12/2017 → 02/2019
  Nai Robert Lynn
  Dallas, TX
• 06/2012 → 05/2017
  Baylor University
  Waco, TX
• 06/2017 → 12/2017
  Champioins School Of Real Estate
  Plano, TX
• 02/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-13
• S63 Uniform Securities Agent State Law Examination
  2022-08-27

Other Names

• Randall Lee Barnes