Alexandra Cogswell is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2024 - Present · 2 yrs 6 mos
Morgan StanleyBroker
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
June 2012 - February 2024 · 11 yrs 8 mos
UBS Financial Services INC.Broker
June 2012 - February 2024 · 11 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2012 · 3 yrs 1 mo
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
April 2003 - June 2008 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
March 1990 - June 2008 · 18 yrs 3 mos
A. F. Investments, INC.Broker
February 1988 - November 1989 · 1 yr 9 mos
"shareamerica"Broker
December 1984 - May 1987 · 2 yrs 5 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.