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Alejandro Hernandez

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.

  1. Morgan StanleyDec 2025 to now
  2. Fidelity InvestmentsAug 2024 to Sep 2025
  3. J.P. Morgan Securities LLCFeb 2023 to Aug 2024
  4. JPMorgan Chase Bank, N.A.Feb 2023 to Aug 2024
  5. Cvr AssociatesJan 2023 to Feb 2023
  6. UnemployedNov 2022 to Dec 2022
  7. Envison Bay Consulting IncAug 2022 to Oct 2022
  8. UnemployedJan 2022 to Jul 2022
  9. Wells Fargo NAJan 2020 to Dec 2021
  10. H&r Block IncDec 2019 to Jan 2020
  11. UnemployedNov 2019 to Nov 2019
  12. In N OutSep 2018 to Oct 2019
  13. UnemployedFeb 2013 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7706064
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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