Ameriprise Financial Services
46yrs
Top advisor by experience in Chesterfield
27yrs
Stephen Baise has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Chesterfield, Missouri. After seven years at Charles Schwab & CO. and five years at UBS Financial Services, Stephen joined Morgan Stanley in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 600 advisors with offices in Chesterfield, and one of 570 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Missouri
Office14805 North Outer Forty Road Suite 200, Chesterfield, MO 63017
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
- 2013 – nowMorgan StanleyCurrent firm
- 2005 – 2012Charles Schwab & CO., Inc.Previously
- 2000 – 2005UBS Financial Services Inc.Previously
Contact Stephen
Local office(636) 733-7600Ask for Stephen. (914) 225-5510Main office · Purchase, NY 14805 North Outer Forty Road Suite 200Chesterfield, MO 63017Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Stephen’s local office at (636) 733-7600 or the Morgan Stanley main office at (914) 225-5510, and ask for Stephen Baise.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1999, about 27 years. Top 19% by experience in Missouri.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen 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 Stephen 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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