Ali M Schmitt

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

• 09/2020 → 07/2022
  Stifel
  Indianapolis, IN
• 05/2019 → 08/2019
  Jp Morgan
  Indianapolis, IN
• 05/2018 → 08/2018
  Kimball Electronics
  Jasper, IN
• 08/2019 → 09/2020
  Indiana University
  Bloomington, IN
• 08/2018 → 05/2019
  Indiana University
  Bloomington, IN
• 05/2016 → 05/2018
  Indiana University
  Bloomington, IN
• 07/2022 → 09/2022
  Adp
  Indianapolis, IN
• 09/2022 → 02/2023
  Stifel
  Indianapolis, IN
• 06/2024 → Present
  Morgan Stanley
  Oak Brook, IL
• 02/2023 → 05/2024
  Sapient Capital Llc
  Indianapolis, IN

Previous Registrations

• 2022-09-15 → 2023-03-17
  Stifel, Nicolaus & Company, Incorporated
  Indianapolis, IN
• 2021-11-09 → 2022-07-20
  Stifel, Nicolaus & Company, Incorporated
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Other Names

• Ali Schmitt
• Ali Margaret Schmitt