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John Allen

8 Years of Experience
Huntsville, AL
Broker

John Allen is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, 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

305 Church Street, Huntsville, AL, 35801

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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

John is a Finance Committee Board Member for the Huntsville Museum of Art since February 2023. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
State Registrations34 states
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Exams
No exam information available for this advisor.