RBC Capital Markets
46yrs
Top 1% by experience in Boise
33yrs
Brandon Baxter
Financial advisor at Morgan Stanley
Based in Boise, Idaho, Brandon Baxter is a fiduciary financial advisor with 33 years of industry experience. Brandon has been with Morgan Stanley since 2019; before that, Brandon spent a year at Ameriprise Financial Services and less than a year at Strategic Advisers. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 564 advisors with offices in Boise, and one of 532 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in Boise
Office101 South Capitol Boulevard Suite 401, Boise, ID 83702
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMorgan StanleyCurrent firm
- Sep 2013 – Jun 2014Ameriprise Financial Services, LLCPreviously
- Feb 2013 – Aug 2013Strategic Advisers LLCPreviously
- Oct 2008 – Jan 2010MerrillPreviously
- Nov 2002 – Mar 2003Waddell & ReedPreviously
Contact Brandon
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Brandon. 101 South Capitol Boulevard Suite 401Boise, ID 83702Office · Get directions Firm websitewww.morganstanley.com
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Questions to ask Brandon
Tailored to Brandon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Brandon
How do I contact Brandon?
Call Morgan Stanley at (914) 225-5510 and ask for Brandon Baxter. Brandon works from the Boise, ID office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 1993, about 33 years. Top 10% by experience in Boise.
What licenses does Brandon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Brandon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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