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Alexander K Passante

Morgan Stanley

Purchase, NY

CRD 8116127

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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 2026-08-14
NJ RA APPROVED 2026-08-05
NY RA APPROVED 2026-08-05
  • TX RA
    APPROVED
    Since 2026-08-14
  • NJ RA
    APPROVED
    Since 2026-08-05
  • NY RA
    APPROVED
    Since 2026-08-05

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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 Purchase NY 06/2026 Present
Morgan Stanley New York NY 06/2025 08/2025
Unemployed Norwood NJ 09/2025 05/2026
Douglas C. Lane & Associates New York NY 06/2024 08/2024
Periscope Wealth Management New York NY 09/2023 12/2023
Syracuse University Syracuse NY 08/2021 05/2025
Beach Haven Beach Patrol Beach Haven NJ 06/2023 08/2023
Unemployed Norwood NJ 06/2016 05/2019
Beach Haven Beach Patrol Beach Haven NJ 06/2019 08/2019
Unemployed Norwood NJ 08/2019 08/2021
  • 06/2026 → Present
    Morgan Stanley
    Purchase, NY
  • 06/2025 → 08/2025
    Morgan Stanley
    New York, NY
  • 09/2025 → 05/2026
    Unemployed
    Norwood, NJ
  • 06/2024 → 08/2024
    Douglas C. Lane & Associates
    New York, NY
  • 09/2023 → 12/2023
    Periscope Wealth Management
    New York, NY
  • 08/2021 → 05/2025
    Syracuse University
    Syracuse, NY
  • 06/2023 → 08/2023
    Beach Haven Beach Patrol
    Beach Haven, NJ
  • 06/2016 → 05/2019
    Unemployed
    Norwood, NJ
  • 06/2019 → 08/2019
    Beach Haven Beach Patrol
    Beach Haven, NJ
  • 08/2019 → 08/2021
    Unemployed
    Norwood, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-06
  • S66 Uniform Combined State Law Examination
    2026-02-06

View on SEC IAPD

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