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Adrian C. Alexander

Morgan Stanley

Pittsburgh, PA

CRD 7420697

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-05
PA RA APPROVED 2023-03-24
  • TX RA
    APPROVED
    Since 2023-05-05
  • PA RA
    APPROVED
    Since 2023-03-24

Branch Locations

One Ppg Place Suite1300, Pittsburgh, PA 15222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Pittsburgh PA 08/2021 Present
El Burro Pittsburgh PA 07/2020 08/2021
The Bank Of New York Mellon Pittsburgh PA 02/2016 08/2021
Chili's Pittsburgh PA 12/2015 06/2016
Bar Louie Pittsburgh PA 06/2016 06/2017
  • 08/2021 → Present
    Morgan Stanley
    Pittsburgh, PA
  • 07/2020 → 08/2021
    El Burro
    Pittsburgh, PA
  • 02/2016 → 08/2021
    The Bank Of New York Mellon
    Pittsburgh, PA
  • 12/2015 → 06/2016
    Chili's
    Pittsburgh, PA
  • 06/2016 → 06/2017
    Bar Louie
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
  • S66 Uniform Combined State Law Examination
    2023-03-24
Other Names
  • Adrian C Alexander

View on SEC IAPD

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