Allisen L Tam

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-30
NY	RA	APPROVED	2025-04-07

TX RA
APPROVED

Since 2026-01-30
NY RA
APPROVED

Since 2025-04-07

Branch Locations

750 Seventh Avenue, New York, NY 10019 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	07/2024	Present
Morgan Stanley	New York	NY	06/2023	08/2023
Everberg Capital Partners	New York	NY	06/2022	08/2022
Salvatore Ferragamo	New York	NY	06/2021	08/2021
Chippin	Virtual	NY	11/2020	05/2021
Georgetown University	Washington	DC	08/2023	07/2024
Georgetown University	Washington	DC	08/2021	06/2022
Georgetown University	Washington	DC	08/2022	06/2023
Benjamin N. Cardozo High School	Bayside	NY	09/2016	06/2020
Unemployed	New York	NY	06/2020	11/2020

07/2024 → Present

Morgan Stanley

New York, NY
06/2023 → 08/2023

Morgan Stanley

New York, NY
06/2022 → 08/2022

Everberg Capital Partners

New York, NY
06/2021 → 08/2021

Salvatore Ferragamo

New York, NY
11/2020 → 05/2021

Chippin

Virtual, NY
08/2023 → 07/2024

Georgetown University

Washington, DC
08/2021 → 06/2022

Georgetown University

Washington, DC
08/2022 → 06/2023

Georgetown University

Washington, DC
09/2016 → 06/2020

Benjamin N. Cardozo High School

Bayside, NY
06/2020 → 11/2020

Unemployed

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-05
S63	Uniform Securities Agent State Law Examination	2024-08-23

S65 Uniform Investment Adviser Law Examination

2025-04-05
S63 Uniform Securities Agent State Law Examination

2024-08-23

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

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