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Alyssa Salvo

Morgan Stanley

Mohegan Lake, NY

Purchase, NY

CRD 5987489

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
  • NY RA
    APPROVED
    Since 2021-06-16

Branch Locations

Mohegan Lake, NY • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Purchase NY 04/2016 Present
  • 04/2016 → Present
    Morgan Stanley Smith Barney Llc
    Purchase, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-24
S63 Uniform Securities Agent State Law Examination 2011-11-16
  • S65 Uniform Investment Adviser Law Examination
    2015-02-24
  • S63 Uniform Securities Agent State Law Examination
    2011-11-16
Other Names
  • Alyssa A Weiss
  • Alyssa Weiss

View on SEC IAPD

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