Allison Jane Slobodian

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

• 04/2015 → 12/2016
  Great Scott Financial Services
  Bethlehem, PA
• 01/2017 → 04/2018
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 04/2018 → 11/2020
  Janney Montgomery Scott Llc
  Blue Bell, PA
• 01/2021 → Present
  Morgan Stanley Smith Barney Llc
  West Conshohocken, PA
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-06-21 → 2020-11-20
  Janney Montgomery Scott Llc
  Philadelphia, PA
  Blue Bell, PA

Other Businesses

1) Fox Chase Cancer Center Board of Associates; President of the Fox Chase Cancer Center Young Professionals of the Board of Associates; 333 Cottman Ave. Philadelphia, PA 19111; Start date: 07/24/2018; President of the Young Professionals Chapter; Organize and lead the chapter in fundraising efforts; 2hr/month;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-21
• S63 Uniform Securities Agent State Law Examination
  2014-08-12

Designations

• Certified Financial Planner

Other Names

• Allison Nichols
• Allison Jane Nichols