Morgan Baldwin

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → 10/2024
  Equitable Advisors, Llc
  New York, NY
• 03/2015 → 12/2021
  Bright Bear Bakery
  Petaluma, CA
• 02/2022 → 09/2023
  C& P Microsystems
  Petaluma, CA
• 08/2017 → 05/2022
  Sonoma State University
  Rohnert Park, CA
• 10/2023 → 11/2023
  Unemployed
  San Francisco, CA
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 08/2011 → 12/2016
  Santa Rosa Junior College
  Santa Rosa, CA
• 01/2025 → Present
  Bank Of America, N.A
  Palo Alto, CA

Previous Registrations

• 2024-02-28 → 2024-10-30
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-14

Other Names

• Morgan Anders Baldwin