Alison
Longley

Morgan Stanley

CRD#4890489
Investment Advisor
in Lawrence Township, NJ

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About this Advisor

Alison Longley is a financial advisor based in Lawrence Township, New Jersey with a total of 6 years of relevant experience. Longley is currently employed by Morgan Stanley. During their career, Longley has held roles at Morgan Stanley, Tpg Direct, LLC, Athene Annuity and Morgan Stanley Private Bank, National Association. Longley holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in New Jersey, Texas and Vermont. Morgan Stanley is a registered investment company operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in total assets among its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. Morgan Stanley provides a number 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. Fees for financial advisory services typically are based on the services provided. Fees billed by Morgan Stanley can consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 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

1200 Lenox Drive Suite 300
Lawrence Township, NJ 08648

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ Average: $1,917,921

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

Alison Longley Work History

Alison has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Morgan Stanley

2017 - Present (7 years)

Morgan Stanley Private Bank, National Association

2014 - 2017 (3 years)

Tpg Direct, LLC

2011 - 2014 (3 years)

Athene Annuity

*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 Alison Longley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Oak Brook, IL
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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