Alex M Baldwin
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan Stanley Private Bank, N.AJun 2023 to now
- Morgan StanleyMay 2023 to now
- Waterway CarwashFeb 2023 to Apr 2023
- UnemploymentSep 2022 to Apr 2023
- Fidelity InvestmentsJun 2021 to Sep 2022
- Montana Timbers LLCMay 2020 to Oct 2020
- Ridge Athletic ClubFeb 2020 to Mar 2020
- Morgan StanleyJun 2019 to Aug 2019
- Avis Car RentalJan 2019 to Mar 2019
- Moraga Country ClubMay 2018 to Aug 2018
- Morgan StanleyMay 2018 to Aug 2018
- Montana State UniversityAug 2017 to May 2021
- Moraga Country ClubMay 2016 to Aug 2017
- Campolindo High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6947665
- Firm CRD
- 149777