Alexandra Nagel, financial advisor Tempe AZ

Alexandra Nagel

CRD Number: 6987338
Current Firm: Morgan Stanley

Alexandra Nagel (CRD# 6987338) is an Investment Advisor Representative working at Morgan Stanley in Tempe, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Tempe, AZ Jun 2022 - Current 2
Raymond James Financial Services Advisors Inc. Chandler, AZ Sep 2019 - Jun 2022 2
Raymond James Financial Services, Inc. Chandler, AZ May 2019 - Jun 2022 3
The Wealth Stewards Chandler, AZ May 2019 - Jun 2022 3
The Vanguard Group, Inc. Scottsdale, AZ Aug 2018 - May 2019 < 1
Mountainside Fitness Tempe, AZ Jul 2017 - May 2018 < 1
Arizona State University- Sun Devil Fitness Center Tempe, AZ May 2016 - May 2018 2
Arizona State University Tempe, AZ Aug 2014 - May 2018 3
The M Group & Associates Tempe, AZ Jan 2016 - May 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Alexandra R. Nagel
Phone Number: 914-225-5510
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    1,402,426
    MILLIONS
  • Total Number of Accounts
    2,405,783
    ACCOUNTS
  • Average Account Value
    $582,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • 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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