Alissa B Hersch

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Seattle, WA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-06-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Seattle, WA

Other Businesses

*525889 - Meridian School; Investment related-No; Seattle, Washington; Education; Finance Committee, Board Member, Member of the Executive Committee of the Board (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 1; After business hours: 1; Business Development/Growth, Other, Check Signing/Funds Disbursements

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-27
• S63 Uniform Securities Agent State Law Examination
  2008-02-26

Other Names

• Alissa Blair Magnuson