Alison Elizabeth Stauffer

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

• 07/2021 → Present
  Morgan Stanley
  New York, NY
• 12/2020 → 06/2021
  Quadrangle Consulting
  New York, NY
• 06/2020 → 08/2020
  Morgan Stanley
  Purchase, NY
• 09/2019 → 12/2019
  Jegi
  New York, NY
• 09/2017 → 05/2021
  Fordham University
  Bronx, NY
• 09/2013 → 06/2017
  Joel Barlow High School
  Redding, CT
• 09/2023 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-26
• S63 Uniform Securities Agent State Law Examination
  2021-08-09