Allie
Wilson

Morgan Stanley

CRD#7805527
Investment Advisor
in Provo, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Allie Wilson is a financial advisor based in Provo, Utah, working with Morgan Stanley. Allie has previously held positions at Morgan Stanley, B & T Sales & Consulting, Bank Of America, Sunder Energy, Walk Ons, Hawx Pest Control, America First Credit Union, International Language Program, Pacsun, Legacy Retirement, Ceaderwood Retirement, Bingham High School, and Elkridge Middle School. Allie has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Allie is part of Morgan Stanley, which operates out of Provo, Utah. 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

Series 66

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, Performance-based Fees, Others

Office Location

5255 North Edgewood Drive Suite 275
Provo, UT 84604

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

UT Average: 88
Total Number of Accounts

2,405,783

UT Average: 3,892
Average Account Size

$582,939

UT 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

Allie Wilson Work History

2023 - Present (2 years)

Morgan Stanley

2022 - 2023 (1 year)

B & T Sales & Consulting

2022 - 2022 (< 1 year)

Bank Of America

2022 - 2022 (< 1 year)

Walk Ons

2021 - 2022 (1 year)

Sunder Energy

2021 - 2021 (< 1 year)

Sunder Energy

2021 - 2021 (< 1 year)

Hawx Pest Control

2019 - 2021 (2 years)

America First Credit Union

2019 - 2019 (< 1 year)

International Language Program

2018 - 2019 (1 year)

America First Credit Union

2017 - 2017 (< 1 year)

Legacy Retirement

2017 - 2018 (1 year)

Ceaderwood Retirement

2016 - 2016 (< 1 year)

Pacsun

2015 - 2018 (3 years)

Bingham High School

2012 - 2015 (3 years)

Elkridge Middle School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Allie Wilson 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started