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Alexis A Sullivan

Morgan Stanley

Atlanta, GA

CRD 7241474

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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
TX RA APPROVED 2021-08-23
GA RA APPROVED 2021-05-28
  • TX RA
    APPROVED
    Since 2021-08-23
  • GA RA
    APPROVED
    Since 2021-05-28

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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 Atlanta GA 04/2020 Present
Insight Global Atlanta GA 08/2019 03/2020
University Of Georgia Athens GA 08/2015 08/2019
  • 04/2020 → Present
    Morgan Stanley
    Atlanta, GA
  • 08/2019 → 03/2020
    Insight Global
    Atlanta, GA
  • 08/2015 → 08/2019
    University Of Georgia
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-27
  • S66 Uniform Combined State Law Examination
    2021-05-27
Other Names
  • Alexis Josephine Adams

View on SEC IAPD

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