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Alexis Turner

6 Years of Experience
Raleigh, NC
Broker

Alexis Turner is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 6 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

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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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

Alexis owns rental property in Raleigh, North Carolina since January 2024. A property manager handles the day-to-day operations, requiring minimal time from Alexis.

Employment History
Current Registrations
Morgan Stanley
September 2019 - Present · 6 yrs 8 mos
Morgan StanleyBroker
April 2019 - Present · 7 yrs 1 mo
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.