Allen C Stewart

CRD 7878212

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-28

NY RA
APPROVED

Since 2025-11-28

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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	Purchase	NY	07/2025	Present
Mckinley Middle Academic Magnet School	Baton Rouge	LA	08/2014	08/2017
Episcopal High School	Baton Rouge	LA	08/2017	05/2021
Tulane University	New Orleans	LA	08/2021	05/2025
Morgan Stanley	Purchase	NY	06/2024	08/2024
Wells Fargo	New York City	NY	06/2023	08/2023

07/2025 → Present

Morgan Stanley

Purchase, NY
08/2014 → 08/2017

Mckinley Middle Academic Magnet School

Baton Rouge, LA
08/2017 → 05/2021

Episcopal High School

Baton Rouge, LA
08/2021 → 05/2025

Tulane University

New Orleans, LA
06/2024 → 08/2024

Morgan Stanley

Purchase, NY
06/2023 → 08/2023

Wells Fargo

New York City, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-26

S66 Uniform Combined State Law Examination

2025-11-26

View on SEC IAPD

More in Purchase, NY

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