Best Investors Account Sign in

Alexander Morgan Anstead

Morgan Stanley

Menlo Park, CA

CRD 6631975

Claim This Profile
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
TX RA APPROVED 2016-10-05
CA RA APPROVED 2016-09-13
  • TX RA
    APPROVED
    Since 2016-10-05
  • CA RA
    APPROVED
    Since 2016-09-13

Branch Locations

2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • 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
Morgan Stanley Menlo Park CA 05/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2016 Present
  • 05/2016 → Present
    Menlo Park, CA
  • 08/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-13
  • S66 Uniform Combined State Law Examination
    2016-09-13
Other Names
  • Alex Morgan Anstead

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Menlo Park, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor