Alan Paul Yonack

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
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-02-13 → 2009-06-01
  Morgan Stanley & Co. Llc
  Dallas, TX
• 1995-01-28 → 2009-03-04
  Ubs Financial Services Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

1. *49560- Vogel Alcove; Investment related-No; Dallas, Texas; non profit charity benefitting homeless childres in the Dallas metroplex; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2019; During business hours: 0.5; After business hours: 1.5 2. TBM PARTNERS; PART OWNER; START DATE 2009; INVESTS PRIMARILY IN REAL ESTATE PARTNERSHIPS; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0 6. *411199 - SNS Manett; Investment related - Yes; Dallas, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 5; 7. *49570- GELT Development Partners II; Investment related: Yes; Albuquerque, New Mexico; Private investments; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/1989; During business hours: 0; After business hours: 1; Passive partner *239434- TBM Partners; Investment related: Yes; HP, Illinois; Real Estate, Other; Partner(proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 1; Passive Partner primary duties are relagated to Jeff and Wayne

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-02
• S63 Uniform Securities Agent State Law Examination
  1983-07-27