Alejandro Carlo Valle

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

• 07/2014 → Present
  Morgan Stanley
  San Diego, CA
• 04/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*577250 - Freelance Acting; Investment related-No; Coronado, California; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 1; Labor/Service, Sales/Marketing *683475- Golf Daddy; Investment related: No; Willmington, Delaware; Retail/Online Stores; Actor (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 2; Acting

Exams

• S66 Uniform Combined State Law Examination
  2015-02-06