Bailey A Lyon
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan Stanley Private Bank, N.AAug 2023 to now
- Morgan StanleyApr 2021 to now
- WalmartNov 2020 to Mar 2021
- Alsade Limited (guio Ranch)May 2020 to Aug 2020
- WalmartApr 2020 to May 2020
- Wyoming Survey & Analysis CenterAug 2019 to Mar 2020
- Wyoming Survey & Analysis CenterFeb 2019 to May 2019
- Alsade Limited (guio Ranch)May 2018 to Aug 2019
- Chili'sNov 2017 to Mar 2018
- University of Wyoming (education)Aug 2017 to Dec 2020
- Alsade Limited (guio Ranch)May 2017 to Aug 2017
- Chili'sJan 2017 to May 2017
- Impax Electrical SolutionsMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7360428
- Firm CRD
- 149777