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
Years of Experience
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Morgan Stanley Brokerage Details
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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
John Wallace Work History
John has 10 years of experience.
Morgan Stanley Private Bank, N.A
Stira Capital Markets Group, LLC
State Street Corporation
Allen Marine Tours
John Wallace has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA