Allie M Berk

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

• 05/2022 → 08/2023
  Invesco
  Atlanta, GA
• 05/2020 → 08/2020
  Shore Restaurant
  Longboat Key, FL
• 01/2018 → 05/2019
  J. Christopher's Restaurant
  Atlanta, GA
• 08/2013 → 05/2019
  Marist Highschool
  Atlanta, GA
• 10/2023 → 05/2024
  Voya Investment Management
  Atlanta, GA
• 07/2019 → 12/2022
  The University Of Alabama
  Tuscaloosa, AL
• 10/2023 → 05/2024
  Voya Investments Distributor, Llc
  Windsor, CT
• 06/2024 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2024-01-09 → 2024-05-24
  Voya Investment Management Co. Llc
  New York, NY
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2024-01-08

Other Names

• Allie Meghann Berk
• Allie Meghann Berk
• Allie Berk