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Dawn Leota Alexander

Morgan Stanley

Chapin, SC

Ponte Vedra Beach, FL

CRD 6099913

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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
SC RA APPROVED 2025-05-20
TX RA APPROVED_RES 2020-04-08
FL RA APPROVED 2016-12-14
  • SC RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • FL RA
    APPROVED
    Since 2016-12-14

Branch Locations

Chapin, SC • United States

50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 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
Bb&T Securities Ponte Vedra Beach FL 05/2013 09/2016
Morgan Stanley Jacksonville FL 12/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 12/2016 Present
  • 05/2013 → 09/2016
    Bb&T Securities
    Ponte Vedra Beach, FL
  • 12/2016 → Present
    Jacksonville, FL
  • 12/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2013-09-16 → 2016-09-16
    Bb&T Securities, Llc
    Ponte Vedra Beach, FL
Other Businesses

1. Real Estate; Investment related Yes; Vedra beach, FL; Real Estate Investments; Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0.5. 2. Isagenix; Not Investment related; GILBERT AZ; DIRECT SALES OF NUTRITIONAL PRODUCTS; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Mar 2016; During business hours: 0; After business hours: 0.1; DIRECT SALES. 3. AURORA AND ASSOCIATES INTERNATIONAL, LLC; Investment related; PONTE VEDRA BEACH, FL; REAL ESTATE HOLDINGS AND MANAGEMENT; PRESIDENT (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0.5; BUSINESS OWNERSHIP *480365- Exit Planning Institute; Investment related No; Westlake, Ohio; Professional Trade Organization; Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 1; After business hours: 0; Continuing Education Credits

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-12
  • S66 Uniform Combined State Law Examination
    2013-09-12
Other Names
  • Dawn Leota Alexander
  • Dawn Langston
  • Dawn Leota Alexander Langston

View on SEC IAPD

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