Skip to content

Alex Nader

Investment adviser representative at Morgan Stanley
26 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

Are you Alex Nader? Claim your profile

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

26 years in the industry.

  1. Morgan Stanley Private Bank, N.AMay 2026 to now
  2. Morgan StanleyApr 2026 to now
  3. Morgan Stanley Smith Barney LLCApr 2026 to now
  4. Ameriprise Financial Services, LLCNov 2023 to Apr 2026
  5. Comerica Securities, Inc.May 2023 to Nov 2023
  6. Jag Trading, LLCFeb 2023 to May 2023
  7. Alex NaderOct 2000 to Feb 2023

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
7696451
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm