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Alexandra C Bock

Morgan Stanley

Morristown, NJ

CRD 7248997

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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 2024-03-20
NJ RA APPROVED 2024-02-16
  • TX RA
    APPROVED
    Since 2024-03-20
  • NJ RA
    APPROVED
    Since 2024-02-16

Branch Locations

340 Mount Kemble Avenue, Morristown, NJ 07960 • 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 Morristown NJ 07/2022 Present
Wells Fargo Advisors Florham Park NJ 04/2020 07/2022
Weichert Realtors Morristown NJ 08/2019 04/2020
Harvest Restaurant Group Roots Steakhouse Morristown NJ 01/2013 04/2020
Morgan Stanley Private Bank, N.A New York NY 02/2026 Present
  • 07/2022 → Present
    Morgan Stanley
    Morristown, NJ
  • 04/2020 → 07/2022
    Wells Fargo Advisors
    Florham Park, NJ
  • 08/2019 → 04/2020
    Weichert Realtors
    Morristown, NJ
  • 01/2013 → 04/2020
    Harvest Restaurant Group Roots Steakhouse
    Morristown, NJ
  • 02/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-15
  • S66 Uniform Combined State Law Examination
    2024-02-15
Other Names
  • Alexandra Bock

View on SEC IAPD

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