Allison Nicole Plunk
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.
- Morgan StanleySep 2024 to now
- Fidelity Brokerage LLCJul 2023 to Sep 2024
- Fidelity InvestmentsNov 2021 to Jul 2023
- Fidelity Talent SourceJul 2021 to Nov 2021
- Godley IsdMar 2021 to May 2021
- Stonewater ChurchMar 2021 to Apr 2021
- Del Norte TacosNov 2020 to Jan 2021
- Kohl's Department StoreNov 2020 to Jan 2021
- Glo Sun SpaJul 2020 to Mar 2022
- Conversion CallsApr 2020 to Jul 2020
- Chili's Grill and BarAug 2019 to Dec 2019
- University of Texas At ArlingtonJan 2019 to May 2021
- Caylor Creek BoutiqueMar 2018 to Aug 2018
- Hill CollegeAug 2015 to Dec 2018
- Godley High SchoolAug 2013 to May 2017
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 (FL, 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
- 7719871
- Firm CRD
- 149777