AC
AC
Alexander Callahan
23 Years of Experience
Kirkland, WA
1 DisclosureBroker
Alexander Callahan is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 23 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
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2023Settled
Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - January 2026 · 19 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - January 2026 · 19 yrs
UBS Financial Services INC.Broker
August 2006 - January 2007 · 5 mos
UBS Financial Services INC.
August 2006 - January 2007 · 5 mos
Piper Jaffray & CO.
May 2004 - August 2006 · 2 yrs 3 mos
Piper Jaffray & CO.Broker
April 2004 - August 2006 · 2 yrs 4 mos
Gt Global, INC.Broker
February 1997 - July 1998 · 1 yr 5 mos
State Registrations21 states
AKAZCACOFLIDINMNMOMTNCNJNMNVORSCTNTXUTVAWA
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.