Best Investors Account Sign in

Allison Sarah Johnson

Morgan Stanley

Fort Lauderdale, FL

Chicago, IL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-09
TX RA APPROVED_RES 2025-08-25
  • FL RA
    APPROVED
    Since 2025-09-09
  • TX RA
    APPROVED_RES
    Since 2025-08-25

Branch Locations

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2017 08/2022
Texas Christian University Fort Worth TX 08/2012 12/2016
Milliman Financial Risk Management Llc Chicago IL 08/2022 12/2022
Milliman Investment Management Services Llc Chicago IL 08/2022 12/2022
Ubs Chicago IL 12/2022 08/2025
Morgan Stanley Smith Barney Llc Fort Lauderdale FL 08/2025 Present
  • 02/2017 → 08/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2012 → 12/2016
    Texas Christian University
    Fort Worth, TX
  • 08/2022 → 12/2022
    Milliman Financial Risk Management Llc
    Chicago, IL
  • 08/2022 → 12/2022
    Milliman Investment Management Services Llc
    Chicago, IL
  • 12/2022 → 08/2025
    Ubs
    Chicago, IL
  • 08/2025 → Present
    Morgan Stanley Smith Barney Llc
    Fort Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-14
S63 Uniform Securities Agent State Law Examination 2017-03-22
  • S66 Uniform Combined State Law Examination
    2020-08-14
  • S63 Uniform Securities Agent State Law Examination
    2017-03-22
Other Names
  • Allison Sarah Johnson
  • Allison Johnson

View on SEC IAPD

Other Firms

SOUTHOCEAN CAPITAL PARTNERS, LLC
A1A INVESTMENT PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
SPIRE WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
GQG PARTNERS

Other Investors

ALAN HOWARD BLUESTEIN
Melinda A Gambino
MATTHEW WILLIAM DAMIANO
PAMELA JOY MORELAND
PENELOPE BLAIR
Denise Santoni
SEAN ANTHONY FLETCHER
MATTHEW ALAN SAVARICK

Other Offices

SOUTHOCEAN CAPITAL PARTNERS, LLC · FT. LAUDERDALE, FL
A1A INVESTMENT PARTNERS, LLC · FORT LAUDERDALE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
UBS FINANCIAL SERVICES INC. · FT. LAUDERDALE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
UBS FINANCIAL SERVICES INC. · Fort Lauderdale, FL
SPIRE WEALTH MANAGEMENT, LLC · Fort Lauderdale, FL
UBS FINANCIAL SERVICES INC. · Fort Lauderdale, FL

More in Fort Lauderdale, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor