Alex Mcnamara

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

• 06/2025 → Present
  Morgan Stanley
  Tampa, FL
• 01/2025 → Present
  Purlgata Supply Llc
  Tampa, FL
• 05/2024 → 04/2025
  Total Quality Logistics
  Tampa, FL
• 04/2024 → 10/2024
  Hampton Chocolate Factory
  Tampa, FL
• 08/2023 → 03/2024
  Cooper'S Hawk Winery
  Tampa, FL
• 07/2023 → 11/2023
  Cady Studios
  Tampa, FL
• 06/2021 → 07/2023
  Whiskey Cake
  Tampa, FL
• 09/2021 → 11/2021
  Rat Pack Security
  Tampa, FL
• 04/2021 → 09/2021
  Coyote Ugly
  Tampa, FL
• 06/2020 → 03/2021
  Grand Theming Studios
  Tampa, FL
• 03/2020 → 06/2020
  Unemployed
  Tampa, FL
• 09/2019 → 02/2020
  Forbici Modern Italian
  Tampa, FL
• 01/2019 → 09/2019
  Grand Theming Studios
  Tampa, FL
• 07/2018 → 04/2019
  Publix
  Riverview, FL
• 09/2017 → 07/2018
  Atlanta Brave'S All-Star Grill
  Atlanta, GA
• 05/2016 → 08/2017
  Full-Time Education
  Greenville, NC
• 07/2020 → 12/2020
  Staples
  Tampa, FL

Other Businesses

*643195- Purlgata Supply; Investment related: Yes; Wesley Chapel; Florida; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) 01/2025 ; During business hours: 0; After business hours: 40; Sales/Marketing, Referrals, Customer Service, Business Development/Growth, Administrative

Exams

• S66 Uniform Combined State Law Examination
  2026-04-27