Bradley Baskir, Financial Advisor at Morgan Stanley

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Bradley Baskir, Financial Advisor at Morgan Stanley

Financial Advisor at Morgan Stanley page for Bradley Baskir, Financial Advisor at Morgan Stanley.

I work with clients to develop a financial roadmap to help achieve viable long-term financial security through managing risk & providing exemplary service.

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via

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NMLS #: 2046943
CA Insurance License #4136263

05/01/2026

BIG news - I'm participating in a pilot program at Morgan Stanley of about 50 advisors who are now able to have a business Instagram account. As more and more people consume short-form digital video content, I will be embracing this opportunity to share more knowledge and educational material but also put a real face to the message.

Please consider giving me a follow on Instagram and you'll likely get a follow back 🙏

04/23/2026

Fun evening celebrating Yom Ha'atzmaut - Israel's Independence Day!

Happy 78th Birthday to the Jewish Homeland of Israel!

Special to celebrate the festive day with family - here's to peace in the Middle East in our lifetime :)

04/22/2026

People may know me on here during the week as a financial advisor, but on weekends I'm just Dad Brad & Coach Brad.

I have always loved sports, and coached competitive middle school and high school baseball and basketball in my 20s.

Now I have a 5-year old daughter Abigail who wants to play baseball because "my Daddy is the Coach" - who is cutting onions in here??

Every Sunday for 7 weeks in the Spring, I coach a group of 13 rambunctious 5-year olds in glorified T-ball (might be a stretch), but it's a TON of fun and I really enjoy it.

Our 3 rules:
1) Have Fun
2) Always Listen to Your Coaches
3) Always Support and Cheer on Your Teammates

There is something very special about the unbridled joy this kids get from hitting the ball for the first time, running the bases, or "fielding" a ball with their mitt (read: bare hands...).

It's a privilege to get to be Coach Brad on weekends and I look forward to coaching my girls for many years to come.

PS - Yes, that is my daughter sticking her tongue out mid-swing like she's Michael Jordan LOL!

06/04/2025

I am proud to be recognized as an Alternative Investments Director, underscoring my commitment to wealth management excellence. This designation honors Morgan Stanley's Financial Advisors who have significant experience in alternative investments and meet the program's rigorous standards. My expertise in this field positions me to provide eligible clients with guidance, insights and thought leadership about alternative investments and the strategies offered by Morgan Stanley, a leader in this asset class. Alternatives can enhance your portfolio's resilience and return potential beyond traditional investments. Reach out to discuss an approach that may be right for you. https://livesocial.seismic.com/aNqkMy

05/29/2025

In honor of the annual 529 day TODAY (get it, 5/29?), I put together a 'Top 10 Things You Should Know About 529 Plans' video.

Enjoy, and happy 529 day!

https://video.morganstanley.com/ #/videos/ee8b33c3-a1da-4c14-a283-113015ac2f92

05/23/2025

This Memorial Day Weekend we remember the brave men and women who made the ultimate sacrifice defending our freedom.

Make today a day of renewed appreciation for the values they protected during our own moments of celebration this weekend.

05/13/2025

I'm excited to share the May edition of my monthly client newsletter!

In this month's newsletter we take a turn to the shifting global landscape caused by tariffs and look at some Morgan Stanley insights to understand the recent developments and future impacts these decisions will have on the market.

As a result of these decisions I'm sure everyone is starting to look towards their financial plans and now more than ever it's important to remember to plan instead of panic in times when market volatility becomes more prevalent.

Finally I'd like to leave everyone with a much needed reminder to add a trusted contact to your financial account and share with you the reasons behind why it's so critical to the security of your financial accounts.

For this month's newsletter, as well as previous editions, please check out the "Monthly Newsletter" tab on my website here: advisor.morganstanley.com/bradley.baskir

I'd love to hear any feedback you may have, or topics you'd like to see included in future monthly newsletters.

05/09/2025

Calling all Executives and Corporate Finance Professionals!

On Thursday May 15th at 2:00pm ET / 11:00am PT I will be hosting:

Navigating Corporate Cash and Treasury Management amidst Tariff and Rate Uncertainty

During this exclusive webinar I will be joined by Morgan Stanley Corporate Cash Investment Directors, Jamie Fitzgerald & Christine Yerganian.

Topics discussed will include:

• Sizing Up the Fed's Dual Mandate: How to consider balancing the impact of higher unemployment with higher inflation - which one matters more to the Fed?
• Navigating Interest Rate Cycles: Best practices for potentially optimizing returns while mitigating risks in a fluctuating rate environment - Plus: How many cuts should we expect in 2025 and 2026?
• Cash Segmentation and Optimization: Techniques for aligning cash strategies with corporate goals, risk tolerances, and Investment Policy Statements/Reviews
• Market Outlook and Opportunities: Insights into the current economic environment and rate outlook and their impacts on corporate cash strategies

Don't miss your chance to gain key insights from these industry leaders

Register while you can using the link below:

https://morganstanley.zoom.us/webinar/register/WN_8EL-wVO5TgWek_AecvCDDw #/registration

CRC: 4457748

05/02/2025

A 3-min watch:

This Wednesday's Q1 2025 GDP number came back...negative.

But the number wasn't as bad as it seems.

Take a watch at this video to hear why there's more than meets the eye and what to look for in Q2...

04/30/2025

With the month of April coming to an end, I am bumping up my video from earlier this year, which provides historical perspective on market corrections, why staying invested is pivotal, and historical data around the depth of market pullbacks before bottoming out and recovering.

This context has enabled my clients to stay calm, cool, and collected despite the ongoing volatility.

Enjoy the video and feel free to share!

Address

28 State Street 26th Floor
Boston, MA
02109

Telephone

+16174786472

Website

https://advisor.morganstanley.com/bradley.baskir

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