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AW

Alison Wilson

12 Years of Experience
Colchester, VT
Broker

Alison Wilson is a registered investment advisor at Morgan Stanley, based in Colchester, VT, with 12 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

105 West View Road, 5th Floor, Colchester, VT, 05446

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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.

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Other Business Activities

Alison is a landlord for a rental property in Warren, VT, since December 2018. This activity is investment-related and requires minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.