Alex M Baldwin

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

• 06/2021 → 09/2022
  Fidelity Investments
  Greenwood Village, CO
• 05/2020 → 10/2020
  Montana Timbers Llc
  Bozeman, MT
• 06/2019 → 08/2019
  Morgan Stanley
  Walnut Creek, CA
• 05/2018 → 08/2018
  Morgan Stanley
  Walnut Creek, CA
• 05/2018 → 08/2018
  Moraga Country Club
  Moraga, CA
• 05/2016 → 08/2017
  Moraga Country Club
  Moraga, CA
• 01/2019 → 03/2019
  Avis Car Rental
  Belgrade, MT
• 02/2020 → 03/2020
  Ridge Athletic Club
  Bozeman, MT
• 08/2013 → 06/2017
  Campolindo High School
  Moraga, CA
• 08/2017 → 05/2021
  Montana State University
  Bozeman, MT
• 05/2023 → Present
  Morgan Stanley
  Walnut Creek, CA
• 02/2023 → 04/2023
  Waterway Carwash
  Lone Tree, CO
• 09/2022 → 04/2023
  Unemployment
  Denver, CO
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*OBI - 553298 - JV Bubby" Baldwin Service and Conservation Foundation Corp" ; Investment related - No ; Lafayette, California ; Children/Youth :Education: Environmental: Health and Welfare: Land Preservation: Sports: Hardship Assistance ; Officer (non-board member)(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2022 ; During business hours : 0 ; After business hours : 3 ; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2023-07-24
• S63 Uniform Securities Agent State Law Examination
  2022-01-11

Other Names

• Alex M Baldwin
• Alex Michael Baldwin