Stacey Alviani, financial advisor Washington DC

Stacey Alviani

CRD Number: 1600761
Current Firm: Morgan Stanley

Stacey Alviani (CRD# 1600761) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Annapolis, MD Jul 2022 - Current 1
Ubs Financial Services Inc. Annapolis, MD Nov 2013 - Jul 2022 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Stacey L. Alviani
Phone Number: 914-225-5510
Registered State(s):
  • DC
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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