Alex Mcnamara
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyJun 2025 to now
- Purlgata Supply LLCJan 2025 to now
- Total Quality LogisticsMay 2024 to Apr 2025
- Hampton Chocolate FactoryApr 2024 to Oct 2024
- Cooper's Hawk WineryAug 2023 to Mar 2024
- Cady StudiosJul 2023 to Nov 2023
- Rat Pack SecuritySep 2021 to Nov 2021
- Whiskey CakeJun 2021 to Jul 2023
- Coyote UglyApr 2021 to Sep 2021
- StaplesJul 2020 to Dec 2020
- Grand Theming StudiosJun 2020 to Mar 2021
- UnemployedMar 2020 to Jun 2020
- Forbici Modern ItalianSep 2019 to Feb 2020
- Grand Theming StudiosJan 2019 to Sep 2019
- PublixJul 2018 to Apr 2019
- Atlanta Brave's All-star GrillSep 2017 to Jul 2018
- Full-time EducationMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8082103
- Firm CRD
- 149777