AP
AP

Alyson Popper

28 Years of Experience
Wellesley, MA
Broker

Alyson Popper is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 28 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

112 Worcester Street, Wellesley, MA, 02481

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History

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.

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Other Business Activities

Alyson is the sole proprietor/owner of real estate through the Alyson B. Popper Revocable Living Trust since May 2021. She spends minimal time on administrative, accounting, and property management tasks related to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 1998 - April 2007 · 9 yrs 1 mo
Painewebber IncorporatedBroker
January 1998 - March 1998 · 2 mos
Keyport Financial Services CORP.Broker
December 1990 - October 1991 · 10 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alyson Popper - Financial Advisor | TrueAdvisor