Alexander C Allen
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 StanleyApr 2026 to now
- Kimera VenturesAug 2025 to Apr 2026
- Florida Financial Advisors dba Georgia Financial AdvisorsJun 2025 to Aug 2025
- Overhead Door CompanyMay 2024 to Aug 2024
- Krispy KremeFeb 2022 to May 2025
- Nova Engineering and EnvironmentalJun 2021 to Aug 2023
- Chick Fil AMay 2020 to May 2021
- Southern Elite Officials AssociationMar 2019 to Mar 2021
- Chick Fil ANov 2018 to Feb 2019
- Archer High SchoolAug 2017 to May 2021
- Jordan Middle SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
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
- 8111551
- Firm CRD
- 149777