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Alexander M Macdonald

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.

  1. Morgan StanleySep 2026 to now
  2. UnemployedJun 2026 to Aug 2026
  3. Smu Campus RecreationMay 2025 to Jul 2025
  4. Morgan StanleyFeb 2025 to Jul 2025
  5. Town of DennisMay 2024 to Aug 2024
  6. Town of DennisMay 2023 to Aug 2023
  7. Southern Methodist UniversityAug 2022 to May 2026
  8. Pompositticut Farm Day CampMay 2021 to Aug 2021
  9. Pompositticut Farm Day CampMay 2020 to Aug 2020
  10. Taft SchoolAug 2019 to May 2022
  11. Children's Dentistry of NorthboroughMay 2019 to Sep 2022
  12. UnemployedJun 2015 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
8031281
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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