CA
CA

Caryn Alles

25 Years of Experience
Portland, OR
Broker

Caryn Alles is a registered investment advisor at Morgan Stanley, based in Portland, OR, with 25 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

760 South West 9th Avenue, Suite 2100, Portland, OR, 97205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Caryn is a board member for the United Church of God Portland since 2017. This religious activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2003 - April 2007 · 4 yrs
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
Salomon Smith Barney INC.Broker
October 2000 - March 2002 · 1 yr 5 mos
State Registrations37 states
AZCACODCFLGAHIIAIDILINKSKYLAMDMIMNMOMTNCNENJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.