Alexa Marie Nicholson
Investment adviser representative at Morgan Stanley
9 yearsExperience
3 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
9 years in the industry.
- Morgan StanleyAug 2023 to now
- Private Advisor Group, LLCMar 2023 to Aug 2023
- LPL FinancialMar 2022 to Aug 2023
- Wildberry CafeFeb 2022 to Mar 2022
- Lucky Strike EntertainmentJun 2021 to Nov 2021
- Kappa Kappa GammaNov 2020 to Nov 2021
- Tropical Smoothie CafeApr 2020 to May 2021
- Loyola University ChicagoJan 2020 to Dec 2021
- Department of ProgrammingJul 2019 to Dec 2021
- Rochester Family ChiropracticMay 2019 to Jun 2019
- Am Marketing GroupJan 2019 to Mar 2020
- Loyola University ChicagoSep 2018 to Apr 2019
- Women In BusinessAug 2018 to Dec 2021
- Orchard Lake Country ClubApr 2018 to Aug 2018
- Fox HillsApr 2016 to Aug 2018
- Grace HospiceJan 2016 to Mar 2022
- Kona IceApr 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, 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
- 7493228
- Firm CRD
- 149777