Alyssa Isacksen
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Alyssa Isacksen? 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
11 years in the industry.
- Morgan StanleySep 2025 to now
- Raymond James & Associates Inc.Apr 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Mar 2024
- J.P. Morgan Securities LLCJan 2019 to Jan 2020
- JPMorgan Chase Bank, N.A.Jan 2019 to Jan 2020
- People's Securities, Inc.Jun 2016 to Jan 2019
- People's United Bank, NAJul 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6661211
- Firm CRD
- 149777