Alexander P Lindsey
Investment adviser representative at Morgan Stanley
15 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
15 years in the industry.
- Morgan StanleySep 2023 to now
- E*trade Securities LLCApr 2023 to now
- Paradigm SecurityJan 2023 to Apr 2023
- Bark AvenueJan 2023 to Mar 2023
- Philly BagelsNov 2022 to Dec 2022
- Freedom MortgageJun 2021 to Oct 2022
- UnemployedMar 2021 to Jun 2021
- Scoop DevilleNov 2016 to Mar 2021
- Student - Temple UniversityAug 2015 to May 2019
- Student - Upper Moreland High SchoolAug 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7708448
- Firm CRD
- 149777