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Alexandria Marie Johnson

Morgan Stanley

Ponte Vedra Beach, FL

CRD 7943488

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-07
FL RA APPROVED 2025-03-04
  • TX RA
    APPROVED
    Since 2025-03-07
  • FL RA
    APPROVED
    Since 2025-03-04

Branch Locations

50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 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
Morgan Stanley Ponte Vedra Beach FL 08/2024 Present
Philadelphia Insurance Companies Alpharetta GA 06/2023 08/2024
Philadelphia Insurance Companies Lake Mary FL 09/2023 02/2024
Haveuheard Parkland FL 01/2020 04/2020
Lighthouse Academy Palm Beach Lake Worth FL 06/2021 08/2021
Full-Time Education Boca Raton FL 08/2015 05/2019
Full-Time Education Tallahassee FL 08/2019 12/2019
Full-Time Education Tallahassee FL 01/2020 08/2024
  • 08/2024 → Present
    Morgan Stanley
    Ponte Vedra Beach, FL
  • 06/2023 → 08/2024
    Philadelphia Insurance Companies
    Alpharetta, GA
  • 09/2023 → 02/2024
    Philadelphia Insurance Companies
    Lake Mary, FL
  • 01/2020 → 04/2020
    Haveuheard
    Parkland, FL
  • 06/2021 → 08/2021
    Lighthouse Academy Palm Beach
    Lake Worth, FL
  • 08/2015 → 05/2019
    Full-Time Education
    Boca Raton, FL
  • 08/2019 → 12/2019
    Full-Time Education
    Tallahassee, FL
  • 01/2020 → 08/2024
    Full-Time Education
    Tallahassee, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
  • S66 Uniform Combined State Law Examination
    2025-03-03
Other Names
  • Allie Marie Johnson
  • Allie Johnson
  • Alexandria Johnson

View on SEC IAPD

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