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Alexander Pingol Tuason

Morgan Stanley

New York, NY

CRD 3235953

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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
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-05-21
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-05-21

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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 New York NY 06/2016 Present
Previous Registrations
  • 2014-05-13 → 2016-06-16
    Lebenthal Wealth Advisors, Llc
    New York, NY
  • 2014-03-28 → 2014-06-26
    Lebenthal Asset Management, Llc
    New York, NY
  • 2011-08-24 → 2014-04-07
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-07-12
  • S63 Uniform Securities Agent State Law Examination
    2007-07-12
Other Names
  • Alex Tuason
  • Alexander P Tuason

View on SEC IAPD

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