Alan
Coker
Morgan Stanley
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About this Advisor
Alan Coker is a financial advisor operating in Gilbert, Arizona with 1 year of industry experience. Coker currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC, Sodexo LLC and E*Trade Securities LLC. Coker maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in assets under management across its 2,233,188 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Morgan Stanley provides a wide range of services, such as 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. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Morgan Stanley most likely consist of some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,233,188
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$530,659
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
Alan Coker Work History
Alan has been registered as a financial advisor for 1 years.*
E*Trade Securities LLC
Morgan Stanley Smith Barney LLC
Sodexo LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Coker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Baltimore, MD
Billings, MT
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
New York, NY
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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