AN
CFP
AN
CFP

Alexandra Nero

11 Years of Experience
Westlake, OH
Broker

Alexandra Nero is a CFP-designated registered investment advisor at Morgan Stanley, based in Westlake, OH, 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

159 Crocker Park Boulevard, Suite 460, Westlake, OH, 44145

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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

Alexandra serves on the Investment Committee for Annunciation Greek Orthodox Church since January 2022, spending minimal time outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Wells Trecaso Financial Group, LLC
October 2021 - October 2023 · 2 yrs
Cabot Lodge Securities LLCBroker
October 2021 - October 2023 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2016 - October 2021 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - October 2021 · 5 yrs 10 mos
Foresters Financial Services, INC.Broker
July 2014 - November 2015 · 1 yr 4 mos
State Registrations30 states
ALAZCACODCFLGAHIILINKYMAMDMEMINCNJNVNYOHOKORPASCTNTXUTWAWIWV
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.