Alexa Beth Larsen
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyMar 2023 to now
- Bok Financial Securities, Inc.Jun 2022 to Feb 2023
- BOKF, NAJun 2022 to Feb 2023
- Union Public SchoolsAug 2021 to May 2022
- StarbucksMay 2021 to Sep 2021
- Epic Charter SchoolsSep 2020 to Jun 2021
- First Bank of OwassoSep 2019 to Sep 2020
- Red Crown Credit UnionMar 2019 to Sep 2019
- First Bank of OwassoJul 2017 to Mar 2019
- Kanakuk KampsMay 2017 to Jul 2017
- Campus Christian FellowshipOct 2016 to May 2017
- Raising Cane's Chicken FingersJul 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7567252
- Firm CRD
- 149777