Celeste Bailey, financial advisor Barrington IL
90 score

Celeste Bailey

CRD Number: 6006188
Current Firm: Morgan Stanley

Celeste Bailey (CRD# 6006188) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney LLC Barrington, IL Jan 2015 - Current 1
Morgan Stanley Smith Barney LLC Barrington, IL Nov 2011 - Jan 2015 3
Barrington Area Soccer Association Barrington, IL Apr 2011 - Jan 2012 < 1
North Shore Private Asset Management Lake Forest, IL Jun 2001 - Jun 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Celeste A. Bailey
Phone Number: 914-225-5510
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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