AC
AC

Alex Cena

21 Years of Experience
Dallas, TX
Broker

Alex Cena is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 21 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

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alex is a board member and member of the finance and investment committees for the Retina Foundation of the Southwest since 2019, dedicating minimal time. Alex also owns a boat through The Moorings, Ltd. since 2023, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Brazos Securities, INC.
October 2016 - February 2017 · 4 mos
Salomon Smith Barney INC.Broker
September 1998 - July 2001 · 2 yrs 10 mos
Bear, Stearns & CO. INC.Broker
April 1996 - August 1998 · 2 yrs 4 mos
Lehman Brothers INC.Broker
January 1993 - March 1996 · 3 yrs 2 mos
Dain Bosworth IncorporatedBroker
June 1991 - January 1993 · 1 yr 7 mos
William K. Woodruff & Company IncorporatedBroker
January 1989 - May 1991 · 2 yrs 4 mos
State Registrations43 states
AKARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPARISCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.