AB
AB

Alec Burriss

3 Years of Experience
Macon, GA
Broker

Alec Burriss is a registered investment advisor at Morgan Stanley, based in Macon, GA, with 3 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

6055 Lakeside Commons Drive, Suite 450, Macon, GA, 31210

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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

Alec is a board member for the Heart of Texas Housing Finance Board of Directors, focusing on economic assistance. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
UBS Financial Services INC.
November 2022 - December 2024 · 2 yrs 1 mo
UBS Financial Services INC.Broker
October 2022 - December 2024 · 2 yrs 2 mos
State Registrations27 states
ALAZCAFLGAIDILKSKYLAMIMONCNJNMNVNYOHOKSCTNTXUTVAVirgin IslandsWIWV
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.