Alyssa Follo (CRD# 7284730) is an Investment Advisor Representative working at Morgan Stanley in Newtown Square, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Newtown Square, PA | Oct 2021 - Current | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Aug 2020 - Aug 2021 | 1 |
| West Chester University | West Chester, PA | Aug 2016 - Aug 2020 | 4 |
| Anne Marie Pisano; Homemaking | Berwyn, PA | Aug 2015 - Aug 2020 | 5 |
| Marple Newtown High School | Newtown Square, PA | Aug 2012 - Jun 2016 | 3 |
| Produce Junction | Broomall, PA | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- PA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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