Allie N Wilson
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 StanleySep 2023 to now
- B & T Sales & ConsultingDec 2022 to Sep 2023
- Bank of AmericaJul 2022 to Dec 2022
- Walk OnsJan 2022 to Jul 2022
- Sunder EnergyJun 2021 to Jul 2022
- Hawx Pest ControlMay 2021 to Jun 2021
- America First Credit UnionDec 2019 to May 2021
- International Language ProgramAug 2019 to Dec 2019
- America First Credit UnionOct 2018 to Aug 2019
- Ceaderwood RetirementOct 2017 to Oct 2018
- Legacy RetirementJan 2017 to Oct 2017
- PacsunOct 2016 to Dec 2016
- Bingham High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7805527
- Firm CRD
- 149777