Casey Baker, financial advisor Gilbert AZ

Casey Baker

CRD Number: 6793101
Current Firm: Morgan Stanley

Casey Baker (CRD# 6793101) is an Investment Advisor Representative working at Morgan Stanley in Gilbert, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Gilbert, AZ Jan 2020 - Current < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Casey Baker
Phone Number: 914-225-5510
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 investment companies (as well as "business development companies")
  • 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, WY

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