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Allyson Elizabeth Wallace

Morgan Stanley Distribution, Inc.

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About Allyson Elizabeth Wallace

Allyson Elizabeth Wallace has been active in the financial industry since 2002. She is currently registered with Morgan Stanley Distribution, Inc. and holds a Series 7, Series 55, Series 57TO, and Series 63 license. Previously, she was associated with firms such as Blackrock Investments, LLC, Blackrock Fund Distribution Company, Barclays Global Investors Services, Morgan Stanley & Co. Incorporated, and Deutsche Bank Securities Inc.

Firm Information

Allyson Wallace is currently registered with Morgan Stanley Distribution, Inc.. Morgan Stanley Distribution, Inc. is a Corporation formed in February 1992. The firm is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Allyson Wallace’s Registration & Firm History

NY

05/06/2022 - Present

Morgan Stanley Distribution, Inc. (New York NY)

NY

01/03/2012 - 03/10/2022

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

CA

11/06/2009 - 12/31/2011

BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)

CA

04/08/2009 - 12/31/2009

BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)

CA

05/31/2006 - 02/03/2009

MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)

NY

03/19/2002 - 06/06/2006

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allyson Elizabeth Wallace.
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