Allison K Lane

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

• 12/2021 → 06/2022
  Youngs Farm
  Old Brookville, NY
• 05/2022 → 09/2022
  Compass
  Manhasset, NY
• 06/2020 → 08/2020
  Manhasset Bay Yacht Club
  Port Washington, NY
• 09/2015 → 06/2019
  Manhasset High School
  Manhasset, NY
• 08/2019 → 11/2021
  University Of Richmond
  Richmond, VA
• 01/2022 → 05/2024
  Fordham University
  Bronx, NY
• 06/2023 → 09/2025
  Ubs
  New York, NY
• 12/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2025-03-21 → 2025-09-19
  Ubs Financial Services Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-03-21

Other Names

• Allison Katherine Lane