Alyssa M Linn

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-20
TX	RA	APPROVED	2025-03-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Tampa	FL	03/2023	03/2025
Self Employed	Mount Airy	MD	11/2021	03/2023
Indigo Octopus	Fenwick Island	DE	05/2022	09/2022
Best Aquatics	Ocean City	MD	05/2020	08/2020
Salisbury University Center For Student Achievment	Salisbury	MD	08/2019	05/2020
Ubs Financial Services	Bethesda	MD	05/2019	08/2019
Salisbury University	Salisbury	MD	08/2018	05/2022
South Carroll High School	Sykesville	MD	09/2014	08/2018
Morgan Stanley	Tampa	FL	03/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2026	Present

03/2023 → 03/2025

Fidelity Investments

Tampa, FL
11/2021 → 03/2023

Self Employed

Mount Airy, MD
05/2022 → 09/2022

Indigo Octopus

Fenwick Island, DE
05/2020 → 08/2020

Best Aquatics

Ocean City, MD
08/2019 → 05/2020

Salisbury University Center For Student Achievment

Salisbury, MD
05/2019 → 08/2019

Ubs Financial Services

Bethesda, MD
08/2018 → 05/2022

Salisbury University

Salisbury, MD
09/2014 → 08/2018

South Carroll High School

Sykesville, MD
03/2025 → Present

Morgan Stanley

Tampa, FL
03/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-13