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Bailey Rae Woltjer

Morgan Stanley

Farmington Hills, MI

Waukesha, WI

CRD 6248779

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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
WI RA APPROVED 2023-09-14
TX RA APPROVED_RES 2020-04-08
FL RA APPROVED 2015-08-03
MI RA APPROVED 2014-12-23
  • WI RA
    APPROVED
    Since 2023-09-14
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • FL RA
    APPROVED
    Since 2015-08-03
  • MI RA
    APPROVED
    Since 2014-12-23

Branch Locations

35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States

20975 Swenson Drive Suite 300, Waukesha, WI 53186 • 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 Llc Waukesha WI 09/2015 Present
  • 09/2015 → Present
    Morgan Stanley Smith Barney Llc
    Waukesha, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-22
  • S66 Uniform Combined State Law Examination
    2014-12-22
Other Names
  • Balley Rae Woltjer

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.

Nearby Investors

ERIC JAMES FURLOTTE
DAVID ROBERT SAROTTE
DANIEL THOMAS MILNAMOW

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FARMINGTON HILLS, MI
EDWARD JONES · FARMINGTON HILLS, MI
FIFTH THIRD SECURITIES, INC. · WEST BLOOMFIELD, MI

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