Alexandra Elizabeth Carlino

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

• 11/2015 → 02/2025
  J.P. Morgan Chase Bank, N.A.
  Denver, CO
• 07/2022 → 02/2025
  J.P. Morgan Securities Llc
  Denver, CO
• 02/2025 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach, FL
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-09-22 → 2025-02-05
  J.P. Morgan Securities Llc
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-09-22

Other Names

• Ali Carlino
• Alexandra Carolina