Stephen D Alsup

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

• 05/2015 → 07/2017
  American General
  Houston, TX
• 09/2016 → 10/2019
  Aig Capital Services
  Houston, TX
• 07/2017 → 06/2026
  American General Life Insurance
  Houston, TX
• 06/2026 → Present
  Morgan Stanley
  Houston, TX

Previous Registrations

• 2016-04-06 → 2026-06-18
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
• 2011-05-14 → 2015-05-07
  Valic Financial Advisors, Inc.
  Houston, TX

Other Businesses

*698498 - CIA Insurance Agency; Investment Related - No; League City, Texas; Insurance; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2012; During Business Hours: 0; After Business Hours: 1; Administrative, Other

Exams

• S66 Uniform Combined State Law Examination
  2011-05-13

Designations

• Chartered Financial Consultant

Other Names

• Stephen Alsup
• Stephen Dwayne Alsup
• Stephen Dwayne Alsup