Stacey Alviani is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 32 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
1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006
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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 StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2012 - August 2022 · 10 yrs 4 mos
UBS Financial Services INC.
April 2012 - August 2022 · 10 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2007 - April 2007 · 3 mos
Morgan Stanley Dw INC.Broker
January 2007 - April 2007 · 3 mos
A. G. Edwards & Sons, INC.
October 2005 - January 2007 · 1 yr 3 mos
A. G. Edwards & Sons, INC.Broker
September 2000 - January 2007 · 6 yrs 4 mos
Jwgenesis Financial Services, INC.Broker
March 2000 - September 2000 · 6 mos
A. G. Edwards & Sons, INC.Broker
May 1993 - February 2000 · 6 yrs 9 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.