Alyson Elizabeth Reeves

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-06-05
NY	RA	APPROVED	2021-06-16
CT	RA	APPROVED	2020-09-18
TX	RA	APPROVED	2020-09-18

Branch Locations

450 Essjay Road Suite 100, Williamsville, NY 14221 • United States

55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2017	09/2020
University Of Wisconsin - Madison	Madison	WI	08/2013	05/2017
Edward Jones	Waunakee	WI	06/2016	02/2017
Bank Of America, N.A.	New York	NY	04/2020	09/2020
Morgan Stanley Smith Barney Llc	New York	NY	09/2020	Present
Morgan Stanley Private Bank, N.A	New York	NY	02/2023	Present

07/2017 → 09/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2013 → 05/2017

University Of Wisconsin - Madison

Madison, WI
06/2016 → 02/2017

Edward Jones

Waunakee, WI
04/2020 → 09/2020

Bank Of America, N.A.

New York, NY
09/2020 → Present

Morgan Stanley Smith Barney Llc

New York, NY
02/2023 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-20