Alexander Tuason is a registered investment advisor at Morgan Stanley, based in New York, NY, with 18 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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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 Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Lebenthal Wealth Advisors, LLC
May 2014 - June 2016 · 2 yrs 1 mo
Lebenthal & CO., LLCBroker
March 2014 - June 2016 · 2 yrs 3 mos
Lebenthal Asset Management, LLC
March 2014 - June 2014 · 3 mos
Morgan Stanley
August 2011 - April 2014 · 2 yrs 8 mos
Morgan StanleyBroker
June 2009 - April 2014 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
State Registrations45 states
AKALAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.