Alyson Elizabeth Reeves
Investment adviser representative at Morgan Stanley
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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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
13 years in the industry.
- Morgan Stanley Private Bank, N.AFeb 2023 to now
- Morgan StanleySep 2020 to now
- Morgan Stanley Smith Barney LLCSep 2020 to now
- Bank of America, N.A.Apr 2020 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Sep 2020
- Edward JonesJun 2016 to Feb 2017
- University of Wisconsin - MadisonAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (CT, NY, TX, WI).
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
- 6132490
- Firm CRD
- 149777