Alison M Smith
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Alison M Smith? 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 Stanley Private Bank, N.AAug 2026 to now
- Morgan StanleyJan 2022 to now
- Orangetheory FitnessAug 2021 to Jun 2022
- Morgan StanleyJun 2021 to Aug 2021
- Grand Canyon UniversitySep 2020 to Jun 2021
- Whole FoodsMay 2020 to Sep 2020
- Grand Canyon EducationSep 2019 to Mar 2020
- Rubs Massage StudioMay 2019 to Sep 2019
- Chick-fil-aOct 2018 to Apr 2019
- EducationJan 2012 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7360430
- Firm CRD
- 149777