Alejandra Alvarez (CRD# 7286519) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 4 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | New York, NY | Apr 2023 - Current | 1 |
| Goldman Sachs & Company LLC | New York, NY | Aug 2020 - Apr 2023 | 2 |
| We Family Offices | Miami, FL | Sep 2018 - Aug 2020 | 1 |
| Brown Brothers Harriman | Boston, MA | Jul 2016 - Aug 2018 | 2 |
| Boston University Fitness And Recreation Center | Boston, MA | Sep 2012 - May 2016 | 3 |
| Brown Brothers Harriman | Boston, MA | Jun 2015 - Aug 2015 | < 1 |
| Preston Todd Advisors | Boston, MA | Dec 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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