ADVISOR BIO

Alexander Schnack Curtis is an investment advisor representative at Morgan Stanley. Alexander has been working in the financial industry since December 8, 2015. Alexander currently holds registrations in 53 states and 2 territories, including both broker-dealer and investment advisor registrations. Alexander's registrations are active in both the broker-dealer and investment advisor categories. Alexander is also registered with FINRA and has passed the Series 7, Series 66 and SIE exams. In addition to providing financial advice, Alexander also serves on the Advisory Board of Wishlife, a family communication platform.

SPECIALIZATIONS

ADVISOR BIO

Alexander Bianchi is a financial advisor with over 15 years of experience in the industry. Alexander has been registered with Morgan Stanley since 2009 and holds licenses to provide investment advice in several states. Previously, Alexander was registered with Morgan Stanley DW Inc. and Neidiger, Tucker, Bruner, Inc.

SPECIALIZATIONS

ADVISOR BIO

Alexander Merk is an investment advisor representative who has been registered with the Securities and Exchange Commission (SEC) since 2001. He has held a Series 65 license since February 2001 and a Series 3 and 6 license since June 2005. Alexander has also held a Series 63 license since June 2005. He is currently registered with Merk Investments LLC, located in Palo Alto, California. Alexander has been with Merk Investments LLC since 2001. Previously, he was employed by Foreside Fund Services, LLC, in Mountain View, California. Alexander's investment advisory services focus on portfolio management for investment companies and pooled investment vehicles. Alexander's firm manages over $1 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Alexander Jeousian Deng is an Investment Advisor Representative at Fisher Investments, a firm that provides investment advisory services to individuals, families, and institutions. Alexander has been with Fisher Investments since May 2011 and has experience in the financial industry since December 2009. Alexander specializes in providing portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Alexander holds a Series 63 and Series 65 licenses and has been registered with the state of California as an Investment Advisor Representative. Alexander is also registered with the state of Texas as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Alexander Siele is a financial advisor with Morgan Stanley and has been in the industry for over 16 years. Alexander has a Series 7, Series 66 and SIE license. Alexander is registered with the state of Texas as an Investment Advisor Representative. Alexander has held previous positions with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY SMITH BARNEY. Alexander is registered to provide investment advice in 33 states.

SPECIALIZATIONS

ADVISOR BIO

Alexander Charles Morrison is a financial advisor with Invesco Advisers, Inc. Alexander has been in the financial services industry since August 2016 and is registered in 53 states. Alexander’s current registration is with Invesco Advisers, Inc. in Texas. Previously, Alexander worked at Ameriprise Financial Services, Inc. in Nevada. Alexander holds Series 63, Series 65, Series 7 and SIE licenses. Alexander’s specializations include: securities, mutual funds, variable annuities, and insurance.

SPECIALIZATIONS

ADVISOR BIO

Alexander Christian Oberle is an investment advisor representative at Morgan Stanley. Alexander has been in the industry since 2012. Alexander is registered in 42 states and is currently licensed to conduct business in California and Texas. Alexander is also a licensed investment advisor representative in California and Texas. Alexander has been with Morgan Stanley since 2012. Alexander specializes in financial planning, portfolio management, and pension consulting. Alexander also offers other advisory services, such as asset allocation advice, educational seminars, and selection of other advisors. Alexander has been recognized for their expertise in the industry. Morgan Stanley is a full-service financial services firm that offers a wide range of products and services, including investment banking, securities trading, asset management, and wealth management. Morgan Stanley is a publicly traded company headquartered in New York City.

SPECIALIZATIONS

ADVISOR BIO

Alexander Chan is a financial advisor with Morgan Stanley. Alexander Chan has been in the financial industry since 2022 and is registered with both FINRA and the state of California. Alexander Chan is a Registered Representative with Morgan Stanley and holds both Series 7 and Series 63 licenses. Alexander Chan is a CFA charterholder. Alexander Chan has experience with both First Republic Securities Company, LLC and Bank of the West. Alexander Chan has a specialization in helping clients with investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

Alexander Lee is an investment advisor representative, licensed with Valmark Advisers, Inc. and NFP Securities, Inc. in the past. Alexander has 15 years of experience in the industry and holds the Series 7 and Series 66 securities licenses. Alexander is registered in 20 states and specializes in portfolio management for individuals, investment companies, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Alexander Kob is a financial advisor with Lido. Alexander has been in the financial services industry for over nine years. Alexander is registered with the state of California. Alexander holds a Series 66, Series 7, and SIE license. Alexander has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and investment companies. Alexander specializes in portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS