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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

*668126- Real Estate; Investment related: No; Mckinney, Texas; Real Estate; The Homeowner ( I do not know who they are, this was brought to me by a realator) (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 8; I am attempting to purchase a private home to remodel and sell

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-09
• S63 Uniform Securities Agent State Law Examination
  1981-12-29