Saylor C Barnette

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

• 05/2022 → Present
  Morgan Stanley
  New York, NY
• 05/2014 → 05/2022
  Us Army
  Ft Bragg, NC

Other Businesses

I own a house at 155 S Ingleside Dr, Fayetteville NC 28314 that is operated as a short-term rental. The property is fully managed by MilitaryFirstBnB. I have no role in administering the rental except to approve necessary large expenditures for maintenance issues or unless I need to clarify something on a statement or invoice provided to me from the property manager. This property manager has operated this rental for me since August 2021. I spend about 1 hour a month speaking with the property manager or reviewing statements and invoices outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26