Osaic Wealth
43yrs
Top advisor by experience in Jericho
38yrs
Simon Alexander
Financial advisor at Morgan Stanley
At a glance
Experience38 years (since 1989)
How that compares ?Top 6% by experience nationwide
OfficeTwo Jericho Plaza, Jericho, NY 11753
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
- 2007 – 2024Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Simon
Tailored to Simon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
My notes and scorecard
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About Simon
How do I contact Simon?
Call Morgan Stanley at 914-225-5510 and ask for Simon Alexander. Simon works from the Jericho, NY office.
How long has Simon been a financial advisor?
Simon has been in the industry since 1989, about 38 years. Top 6% by experience nationwide.
What licenses does Simon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon 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 Simon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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