Wayne Alexander Dawson

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Hattiesburg, MS
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-08-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Hattiesburg, MS
  Hattiesburg, MS
  Hattiesburg, MS

Other Businesses

1. RENTAL ACTIVITY; SINGLE FAMILY RENTAL PROPERTIES; OWN AND MANAGE PROPERTIES MANAGE RENTALS, REPAIRS, ACQUISITIONS, ETC; MANAGING MEMBER; HATTIESBURG, MS; 10 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 10/1987*** 2. CONDOMINIUM UNIT GROUP OWNERSHIP; CONDO PERDIDO ORANGE BEACH, AL; BIRMINGHAM, AL; Perdido Place LLC OWNS A RECREATIONAL BEACH CONDO UNIT; PAY ALL BILLS AND MANAGE RECEIPTS AND DISBURSEMENTS; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; MANAGING MEMBER; 05/2005** 3. MADEWOOD BAND, OWNER/MUSICIAN; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 5; START DATE: May 2018; NOT INVESTMENT RELATED; HATTIESBURG, MS; 4. Rental Activity; Investment related Yes; Rental; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 0; 5. Sr. Trust; Investment related; MS; Private Financing; Trustee (proprietor, partner, officer, director, employee, trustee, agent); May 2019; lend money for personal reasons 6. *66818 - Rental Property; Investment related - Yes; Hattiesburg, Mississippi; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 10; *580934 - Lauralex Holdings, LLC ; Investment related - Yes ; Hattiesburg,Mississippi ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 3 ; After business hours : 0 ; Property Management *697694 -Lauraway Holdings, LLC; Investment related: Yes; Hattiesburg, Mississippi; Real Estate; Sole Proprietor/Owner ( proprietor, partner, officer, director, employee, trustee, agent); 06/2026, During business hours:10, After business hours:0,Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-26
• S63 Uniform Securities Agent State Law Examination
  1983-12-22

Other Names

• Wayne Alexander Dawson
• Wayne Alexander Dawson Jr.