Alexandra Katherine Diez
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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 StanleyJan 2025 to now
- Morgan Stanley Smith Barney LLCJan 2023 to now
- The Vanguard Group, Inc.Jul 2021 to Dec 2022
- Ke CampsJul 2020 to Sep 2020
- University of BolognaJan 2020 to Jan 2020
- Coffee America USA Corp.- General CocoaMay 2019 to Aug 2019
- Coffee America USA Corp.- General CocoaMay 2018 to Jul 2018
- Dickinson CollegeAug 2017 to May 2021
- UnemployedJun 2017 to Sep 2017
- South Side High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
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
- 7414264
- Firm CRD
- 149777