Allison A Stringer

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

• 05/2014 → 01/2017
  Loyal3 Securities, Inc.
  San Francisco, CA
• 01/2017 → 01/2019
  Wells Fargo Clearing Services
  San Francisco, CA
• 01/2019 → 07/2022
  Morgan Stanley
  San Francisco, CA
• 12/2024 → Present
  Morgan Stanley
  San Francisco, CA
• 08/2022 → 11/2024
  Morgan Stanley
  London
• 11/2024 → 12/2024
  Unemployed
  Alameda, CA
• 07/2022 → 08/2022
  Unemployed
  London

Previous Registrations

• 2019-04-16 → 2022-07-27
  Morgan Stanley
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-05
• S63 Uniform Securities Agent State Law Examination
  2025-06-18
• S66 Uniform Combined State Law Examination
  2019-04-16

Other Names

• Allison Ann Stringer
• Allison Stringer