Alexis B Turner

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

• 03/2012 → Present
  Morgan Stanley
  Fayetteville, NC
• 07/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*577253 - Rental Property; Investment related: Yes; Raleigh, North Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 0; hired a Property Manager to manage the property

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16

Other Names

• Alexis Chamar Board