Mark
Alber

Morgan Stanley

CRD#6124412
Investment Advisor
in New York, NY
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About this Advisor

Mark Alber is a certified financial planner operating out of New York, New York, who has been in the advisory business for 11 years. Alber is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC, Sidley Austin Llp, Fit N' Tone, Inc and Morgan Stanley Private Bank, National Association. Alber holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Morgan Stanley is a financial advisory company operating out of New York, New York. The investment advisory business has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in assets between its 1,724,668 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 283 charities and foundations. 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. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Morgan Stanley most likely consist of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

One Penn Plaza 43Rd Floor
New York, NY 10119

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Mark Alber Work History

Mark has 11 years of experience.

2016 - Present (3 years)

Morgan Stanley Smith Barney LLC

2016 - Present (3 years)

Morgan Stanley Private Bank, National Association

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2012 - 2016 (4 years)

Morgan Stanley Smith Barney LLC

2011 - 2012 (1 year)

Fit N' Tone, Inc

2007 - 2012 (5 years)

Sidley Austin Llp

Disclosures

Mark Alber has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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