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Alexander Ellwood

11 Years of Experience
South Jordan, UT
Broker

Alexander Ellwood is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 11 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

680 West 10000 South, South Jordan, UT, 84095

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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

Alexander owns rental property since 2019, and operates an Ebay/Amazon retail store since 2021, and is involved with digital currency/Bitcoin since 2022. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
First Western Advisors
October 2011 - December 2012 · 1 yr 2 mos
First Western AdvisorsBroker
October 2011 - December 2012 · 1 yr 2 mos
Prudential Financial Planning Services
March 2004 - January 2007 · 2 yrs 10 mos
Pruco Securities, LLC.Broker
October 2003 - January 2007 · 3 yrs 3 mos
State Registrations1 state
UT
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.