Alison M Eggers
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Alison M Eggers? Claim your profile
Contact this firm
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
14 years in the industry.
- Morgan StanleyDec 2023 to now
- UspsSep 2023 to Dec 2023
- UnemployedAug 2023 to Sep 2023
- Cambia Health SolutionsMar 2023 to Aug 2023
- UnemployedMay 2022 to Mar 2023
- State Farm Investment Management CorpDec 2021 to May 2022
- State Farm Investment Management Corp.Aug 2018 to Nov 2020
- Alison Eggers Insurnace AgencyDec 2014 to May 2022
- State Farm Vp Management Corp.Aug 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6106212
- Firm CRD
- 149777