John J D'ALessandro

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

• 04/2007 → Present
  Morgan Stanley Smith Barney Llc
  Northfield, NJ
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Northfield, NJ
• 2002-07-10 → 2007-04-02
  Morgan Stanley Dw Inc.
  Northfield, NJ
  Voorhees, NJ
  Voorhees, NJ
  Philadelphia, PA

Other Businesses

FINRA,NEW YORK, NY 10006-REGULATORY AUTHORITY-NON-PUBLIC ARBITRATOR-I WOULD ACT AS A NON-PUBLIC ARBITRATOR FOR CASES IN THE PHILADELPHIA OFFICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-01
• S63 Uniform Securities Agent State Law Examination
  1998-10-13

Other Names

• John Joseph Delessandro
• John Joseph Dalessandro
• John Joseph Dalessandro
• John J D'ALessandro Jr
• John J D'ALessandro
• John J D'ALessandro Jr.