Alexander Louis Palios

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

• 06/2014 → Present
  Morgan Stanley
  Greenwich, CT
• 10/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

1. *198778 - Project Purple; Investment related - No; Seymour, Connecticut; Charitable, Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2013; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Business Development/Growth, Fundraising, Check Signing/Funds Disbursements

Exams

• S66 Uniform Combined State Law Examination
  2014-10-16

Designations

• Certified Financial Planner

Other Names

• Alexander Polios
• Alexander Louis Polios