Alexander HeitmanCRD Number: 6520841
Current Firm: Morgan Stanley Investment Management Inc.
Alexander Heitman (CRD# 6520841) is an Investment Advisor Representative working at Morgan Stanley Investment Management Inc. in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Morgan Stanley Distribution, Inc.||New York, NY||Sep 2019 - Current||2|
|Morgan Stanley Private Bank, N.a.||New York, NY||Feb 2019 - Sep 2019||< 1|
|Morgan Stanley Smith Barney LLC||West Palm Beach, FL||Dec 2018 - Sep 2019||< 1|
|Morgan Stanley||West Palm Beach, FL||Jun 2018 - Dec 2018||< 1|
|Bentley University||Waltham, MA||Sep 2014 - May 2018||3|
|Morgan Stanley||West Palm Beach, FL||Jun 2014 - Sep 2014||< 1|
|Oxbridge Academy||West Palm Beach, FL||Sep 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management632,629MILLIONS
Total Number of Accounts27,687ACCOUNTS
Average Account Value$22,849,307
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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