Alisan P Martin

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 07/2023
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 07/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 11/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

1.Green Street Group Properties LLC; Investment related Yes; Passive Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2009; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2023-08-22
• S63 Uniform Securities Agent State Law Examination
  2004-10-20

Other Names

• Alisan Pabon
• Alisan M Pabon
• Alisan P Martin
• Alisan Martin