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Alexander Nielsen

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.

  1. Morgan StanleyFeb 2026 to now
  2. Student At University of ChicagoSep 2025 to Dec 2025
  3. Pictet GroupJun 2025 to Aug 2025
  4. Student At University of ChicagoAug 2024 to May 2025
  5. International Tennis FederationJun 2023 to Jul 2024
  6. Student At Columbia UniversitySep 2022 to May 2023
  7. MygemmaMay 2022 to Aug 2022
  8. StudentMar 2016 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
8212955
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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