Alan
Beck

Morgan Stanley

CRD#1928726
Investment Advisor
in West Des Moines, IA

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About this Advisor

Alan Beck is an advisor in West Des Moines, Iowa. Currently an advisor at Morgan Stanley, Beck has 13 years of professional experience as an investment advisor. Beck holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Beck can serve investors based out of Iowa. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in West Des Moines, Iowa, and operates out of 702 additional brick-and-mortar locations in the nation. In aggregate, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley provides 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Disclosures

No

Office Location

505 Market Street Suite 300
West Des Moines, IA 50266

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

IA Average: 88
Total Number of Accounts

1,815,592

IA Average: 3,892
Average Account Size

$401,659

IA 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

Alan Beck Work History

Alan has 13 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2005 - Present (14 years)

Citigroup Global Markets Inc

Disclosures

Alan Beck has no disclosures.

Please visit their SEC profile for more details.

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Michael Triolo
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David Hooks
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Blake Waldron
Venice, FL
Timothy Seabolt
Sewickley, PA
Daniel Lasker
Long Beach, CA

This content was compiled from the SEC and FINRA.

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