AL
AL

Alison Longlois

14 Years of Experience
Saginaw, MI
BrokerSells Insurance

Alison Longlois is a registered investment advisor at Morgan Stanley, based in Saginaw, MI, with 14 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
Loading...

Location

4760 Fashion Square Boulevard, Saginaw, MI, 48604

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Alison is the sole proprietor/owner of Longlois Agency LLC, an insurance business, and a trustee/co-trustee for two trusts. She also does marketing for Melaleuca, a health and wellness company, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
November 2014 - Present · 11 yrs 6 mos
Morgan StanleyBroker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
May 2011 - November 2014 · 3 yrs 6 mos
UBS Financial Services INC.Broker
March 2011 - November 2014 · 3 yrs 8 mos
State Registrations37 states
ALAZCACODCFLGAHIILINKSKYLAMAMDMIMNMOMTNCNDNENJNVNYOHOKORPARISCTNTXUTVAWAWI
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.