Alec Underhill

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

• 06/2024 → 03/2025
  Florida Financial Advisors
  Tampa, FL
• 08/2020 → 08/2023
  Mccullough Design Services, Llc
  Wayzata, MN
• 11/2018 → 07/2021
  Giannis Steakhouse
  Wayzata, MN
• 09/2015 → 05/2019
  Wayzata Highschool
  Wayzata, MN
• 08/2021 → 05/2024
  Florida State University
  Tallahassee, MN
• 11/2024 → 03/2025
  Trinity Wealth Securities, Llc
  Tampa, FL
• 04/2025 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2024-07-02 → 2025-03-10
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-06
• S65 Uniform Investment Adviser Law Examination
  2024-01-14

Other Names

• Alec Underhill
• Alec Dean Underhill