Alison E Wilson

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-03-26
VT	RA	APPROVED	2013-10-28

TX RA
APPROVED_RES

Since 2020-03-26
VT RA
APPROVED

Since 2013-10-28

Branch Locations

105 West View Road 5Th Floor, Colchester, VT 05446 • 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

Organization	City	State	From	To
Morgan Stanley	Burlington	VT	03/2012	Present

03/2012 → Present

Morgan Stanley

Burlington, VT

Other Businesses

1. Rental Property; Investment related; Warren, VT; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours: 0; Landlord

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-24

S66 Uniform Combined State Law Examination

2013-10-24

Other Names

Alison Elizabeth Benoit

View on SEC IAPD