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Allison Johnson

8 Years of Experience
Fort Lauderdale, FL
Broker

Allison Johnson is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 8 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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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

Allison sells gently used clothing and accessories on the Poshmark app. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2025 - Present · 11 mos
Morgan StanleyBroker
August 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
January 2023 - September 2025 · 2 yrs 8 mos
UBS Financial Services INC.Broker
December 2022 - September 2025 · 2 yrs 9 mos
Milliman Investment Management Services LLCBroker
September 2022 - September 2022 · 0 mos
Vanguard Advisers, INC.
August 2020 - August 2022 · 2 yrs
Vanguard Marketing CorporationBroker
March 2017 - August 2022 · 5 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Allison Johnson - Financial Advisor | TrueAdvisor