Our Story

Our core competency lies in forging relationships with key business partners within Morgan Stanley as well as the vast financial network outside of our corporate borders. Our focus is:

- Understanding your financial needs and goals
- Providing customized solutions
- Monitoring and adjusting these solutions on an ongoing basis
Services Include
  • Wealth Management1
  • Financial Planning2
  • Asset Management3
  • Retirement Planning4
  • Cash Management and Lending Products5
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Our Goal

Our goal is to service our clients in a boutique setting while giving them access to the full complement of Morgan Stanley's global resources and services

Location

55 E 52nd St.
28 Fl
New York, NY 10055
US
Direct:
(212) 649-8630(212) 649-8630
Toll Free:
(855) 336-3821(855) 336-3821
Fax:
(732) 694-1150(732) 694-1150

Meet Alex Group

About Me

BA Economics, Columbia University

Focus: Provide comprehensive advisory and wealth management solutions to ultra high net-worth individuals, families, and small to medium sized institutions.
Joined Morgan Stanley in 2011
Securities Agent: AL, CA, CO, CT, DC, DE, FL, HI, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OK, OR, PA, TX, VA, VT, WA, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative
NMLS#: 580072

About Me

Focus: Advise on comprehensive asset allocation strategies and equity portfolio management. Develop customized analytics, models, and solutions to individuals.
Joined Morgan Stanley in 2011
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OK, OR, PA, RI, TX, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 804073

About Me

Focus: General administrative and operational duties. Research and respond to client inquiries. Coordinate client meetings and team calendar. Marketing.
Joined Morgan Stanley in 2011
Investment and Market Perspectives

On the Markets

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
See Your Complete Financial Picture

See Your Complete Financial Picture

Now you view your accounts from other financial institutions on Morgan Stanley Online and the Morgan Stanley Mobile App.
Learn more about See Your Complete Financial Picture
Morgan Stanley Ideas Podcast

Morgan Stanley Ideas Podcast

Bringing you revealing stories about the world of business, finance, technology and beyond.
Learn more about Morgan Stanley Ideas Podcast
Ready to start a conversation? Contact Alex Group today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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