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Alyce Weixler is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 31 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
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2023Settled
Other Business Activities
Alyce serves as an executor/co-executor for an estate and a trustee/co-trustee for a trust, both since 2021. These investment-related activities require minimal time.
Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1995 - October 2020 · 25 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1995 - October 2020 · 25 yrs 9 mos
State Registrations23 states
ALCACOCTDCFLGAILINKSKYLAMAMDMTNCNMOHPASCTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.