Alison
Longley
Morgan Stanley
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About this Advisor
Alison Longley is a financial advisor based in Lawrence Township, New Jersey, working with Morgan Stanley. Alison has previously held positions at Morgan Stanley, Tpg Direct, LLC, and Morgan Stanley Private Bank, National Association. Alison has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey, New York, Texas, and Vermont. Currently, Alison is part of Morgan Stanley, which operates out of Lawrence Township, New Jersey. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Morgan Stanley
Morgan Stanley Private Bank, National Association
Tpg Direct, LLC
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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