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Perry E Allen

Morgan Stanley

New York, NY

Purchase, NY

CRD 8144919

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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
NY RA APPROVED 2026-01-07
  • NY RA
    APPROVED
    Since 2026-01-07

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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 New York NY 09/2025 Present
University Of Michigan Ann Arbor MI 08/2024 09/2025
Alternative Investment Management New York NY 05/2024 08/2024
University Of Michigan Ann Arbor MI 08/2023 05/2024
Rag&Bone New York NY 06/2023 08/2023
University Of Michigan Ann Arbor MI 08/2022 06/2023
Blackstar Whitefish MT 06/2022 08/2022
Multiple Schools West Hartford CT 01/2015 06/2022
  • 09/2025 → Present
    Morgan Stanley
    New York, NY
  • 08/2024 → 09/2025
    University Of Michigan
    Ann Arbor, MI
  • 05/2024 → 08/2024
    Alternative Investment Management
    New York, NY
  • 08/2023 → 05/2024
    University Of Michigan
    Ann Arbor, MI
  • 06/2023 → 08/2023
    Rag&Bone
    New York, NY
  • 08/2022 → 06/2023
    University Of Michigan
    Ann Arbor, MI
  • 06/2022 → 08/2022
    Blackstar
    Whitefish, MT
  • 01/2015 → 06/2022
    Multiple Schools
    West Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06

View on SEC IAPD

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