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Ahmber Bailes

Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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.

  1. Morgan StanleyApr 2026 to now
  2. Transamerica Investors Securities Corporation & Transamerica LiDec 2023 to Mar 2026
  3. UnemployedAug 2023 to Dec 2023
  4. Morgan StanleyJun 2022 to Aug 2023
  5. UnemployedDec 2021 to Jun 2022
  6. InstacartJul 2021 to Dec 2021
  7. DoordashMay 2021 to Dec 2021
  8. Mcalister'sFeb 2019 to Sep 2019
  9. Clark Atlanta UniversityAug 2018 to Dec 2021
  10. Mcalister'sApr 2017 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7537346
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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