Alexander Paul Schiess

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

• 03/2016 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 04/2016 → 10/2024
  Bank Of America, N.A.
  Dallas, TX
• 10/2024 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-03-07 → 2024-10-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Jenkintown, PA
• 2014-09-17 → 2016-03-29
  Credit Suisse Securities (Usa) Llc
  Dallas, TX

Other Businesses

(1) Schiess Grandchildrens Trust / Investment Related / Plano, TX / Family Estate Planning Vehicle/ Trustee / Start 01-June-2018 / 1 hour devoted monthly / 0 during trading hours. Review investments. (2)617846 - Mallick Tower, Inc.; Investment Related - Yes; Fort Worth, Texas; Real Estate; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2022; During Business Hours: 0; After Business Hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-16

Other Names

• Alexander Schiess
• Alex Schiess
• Alexander Paul Schiess