Macallister S Ballaine

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

• 03/2026 → Present
  Morgan Stanley
  New York, NY
• 06/2024 → 03/2026
  Ridgetop Research
  New York, NY
• 08/2020 → 05/2024
  St. Lawrence University
  New York, XX
• 08/2016 → 05/2022
  Holy Names University
  Seattle, WA

Other Businesses

*685320- Corepower Yoga; Investment related: No; New York, New York; Fitness; Fitness Instructor (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 16; Teaching

Exams

• S66 Uniform Combined State Law Examination
  2026-08-29