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Michael N. Bailey

NEWSOUTH CAPITAL MANAGEMENT
Memphis, TN 38120-4129
Some features on this profile are disabled
CRD#: 5813058
MB

Professional summary

Michael Nelson Bailey, who also goes by Michael Bailey, is a registered financial advisor currently at NEWSOUTH CAPITAL MANAGEMENT INC located in Memphis, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Michael has worked at 2 firms and has passed the Series 63 and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Bailey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Nelson Bailey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 31, 2014 - Present

NEWSOUTH CAPITAL MANAGEMENT INC

Office #1: 999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129
RIA
CRD#: 110676
Memphis, TN
Past

September 7, 2011 - April 28, 2014

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NEWSOUTH CAPITAL MANAGEMENT INC
NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA
Registered Investment Advisory firm - (6/21/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(7/31/2014)
IAR
Texas
(7/31/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 8/30/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79
Date: 9/6/2011
Investment Banking Registered Representative Examination

Current Firm

NC
NEWSOUTH CAPITAL MANAGEMENT INC
NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA
Registered Investment Advisory firm - (6/21/1985 Approved)
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Contact information

Main Address
999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129
Mailing Address
Phone number
(901) 761-5561
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts170
AUM (Assets Under Management)$ 2,208,893,771

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676Memphis, TN 38120-4129

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