Morgan Stanley

Investment Advisor
in Fairhope, AL

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About this Advisor

John Wallace is a financial advisor based in Fairhope, Alabama, who has been in the industry for 10 years. Wallace currently works for Morgan Stanley. Their career trajectory has included roles at Stira Capital Markets Group, LLC, State Street Corporation, Allen Marine Tours, Prime Acura, Steadfast Companies, Morgan Stanley and Morgan Stanley Private Bank, N.A. Wallace maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Alabama. Morgan Stanley is a firm that has its headquarters in Fairhope, Alabama. It has offices in 726 locations and a total of 25,600 people on staff. It has $904 billion in assets under management between its 1,863,328 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 313 charitable organizations. Of its 1,863,328 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually vary depending on the financial services provided. Fee types charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others



Office Location

7530 Parker Road
Fairhope, AL 36532

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Morgan Stanley Brokerage Details

Total Assets Under Management


AL Average: $7,464,549,021
Total Number of Employees


AL Average: 88
Total Number of Accounts


AL Average: 3,892
Average Account Size


AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Wallace Work History

John has 10 years of experience.

2018 - Present (3 years)

Morgan Stanley

2018 - Present (3 years)

Morgan Stanley Private Bank, N.A

2013 - 2018 (5 years)

Stira Capital Markets Group, LLC

2013 - 2018 (5 years)

Steadfast Companies

2012 - 2013 (1 year)

State Street Corporation

2011 - 2011 (< 1 year)

Allen Marine Tours

2010 - 2011 (1 year)

Prime Acura


John Wallace has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Craig Gorden
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Brian Sanford
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Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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