Baylis Mckee Gruber

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

• 01/2009 → Present
  Morgan Stanley & Co. Incorporated
  Fort Myers, FL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-03-30 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Myers, FL
  Atlanta, GA
• 1991-01-01 → 2006-04-03
  Morgan Stanley Dw Inc.
  Ft. Myers, FL

Other Businesses

1. KISS COMPUTER COMPANY; SOFTWARE COMPANY; PRESIDENT; PERCENTAGE HELD 100%; 01/1985; Blue Ridge, GA; During business hours 0; after business hours 5; design and sell 2 software programs 2. *48952: Bay USA, Inc.; Investment related No; Jasper, Georgia; Children games; Officer; 10/2022; During business hours: 4; After business hours: 6; Create and sell children games.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-24
• S65 Uniform Investment Adviser Law Examination
  1993-07-23
• S63 Uniform Securities Agent State Law Examination
  1982-02-04

Other Names

• Baylis Mc Kee Gruber