J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
8yrs
Allison Stringer is a fiduciary financial advisor in San Francisco, California, with 8 years in the industry. Allison joined Morgan Stanley in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office555 California Street PWM, San Francisco, CA 94104
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowMorgan StanleyCurrent firm
- 2019 – 2022Morgan StanleyPreviously
Contact Allison
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Allison. 555 California Street PWMSan Francisco, CA 94104Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Allison
Tailored to Allison’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Allison
How do I contact Allison?
Call Morgan Stanley at (914) 225-5510 and ask for Allison Stringer. Allison works from the San Francisco, CA office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Allison hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Allison for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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