Alexandra Katherine Diez

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 → 12/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2013 → 06/2017
  South Side High School
  Rockville Centre, NY
• 08/2017 → 05/2021
  Dickinson College
  Carlisle, PA
• 05/2018 → 07/2018
  Coffee America Usa Corp.- General Cocoa
  New York, NY
• 05/2019 → 08/2019
  Coffee America Usa Corp.- General Cocoa
  New York, NY
• 07/2020 → 09/2020
  Ke Camps
  Westhampton, NY
• 06/2017 → 09/2017
  Unemployed
  Rockville Centre, NY
• 01/2020 → 01/2020
  University Of Bologna
  Bologna
• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-23
• S63 Uniform Securities Agent State Law Examination
  2021-09-03

Other Names

• Ally Diez
• Alexandra Diez