CA
CA

Chesley Allegri

16 Years of Experience
Mobile, AL
Broker

Chesley Allegri is a registered investment advisor at Morgan Stanley, based in Mobile, AL, with 16 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

Rsa Battle House Tower, 11 North Water St., Suite 16290, Mobile, AL, 36602

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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

Chesley is the founder of the Gulf Coast Film Festival, the sole proprietor/owner of Rendena Properties LLC (real estate), and a board member for Friends of the Halstead, Inc (art/culture). Chesley also acts as a POA, making investment decisions and providing advice.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
MML Distributors, LLCBroker
April 2018 - September 2018 · 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2015 - June 2016 · 11 mos
Sterne Agee Asset Management, INC.
January 2011 - June 2016 · 5 yrs 5 mos
Sterne, Agee & Leach, INC.Broker
January 2008 - June 2016 · 8 yrs 5 mos
State Registrations31 states
AKALARAZCACOCTDCFLGAIAILKYLAMDMIMOMSMTNCNMNYOHOKSCTNTXUTVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.