AS
AS

Alexander Schiess

11 Years of Experience
Dallas, TX
Broker

Alexander Schiess is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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

Alexander is a trustee for the Schiess Grandchildrens Trust, spending minimal time per month reviewing investments. He is also a board member for Mallick Tower, Inc., a real estate company, dedicating minimal time outside of business hours to property management.

Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 9 mos
Morgan Stanley
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - October 2024 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - October 2024 · 8 yrs 7 mos
Credit Suisse Securities (USA) LLC
September 2014 - March 2016 · 1 yr 6 mos
Credit Suisse Securities (USA) LLCBroker
August 2014 - March 2016 · 1 yr 7 mos
State Registrations21 states
AZCACODEFLGAIDLAMAMDMEMONCNJNYOHOKPATNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.