Alex Mayer

Next-Gen · rank 26 · New York, New York · listed firm: Morgan Stanley Private Wealth Management

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/the-lucidity-group/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Morgan Stanley Private Wealth Management (high)
  • “MORGAN STANLEY” — sec_finra_regulatory
  • “Alex Mayer - Morgan Stanley Private Wealth Management” — forbes_shook
• Parent company — Morgan Stanley (high)
  • “© 2026 Morgan Stanley Smith Barney LLC.Member SIPC. All rights reserved.” — firm_official
• Firm type — wirehouse (high)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "10/16/2018", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
• Team name — The Lucidity Group (high)
  • “The Lucidity Group | New York, NY | New York, NY | Morgan Stanley Wealth Management” — firm_official
• Team size — 5 (medium)
  • “Ira Friedman, Alex Mayer, Erik Larson, Charles Bloom, Vassil Nikolov” — forbes_shook
• CRD — 5996542 (high)
  • “"individualId": 5996542, "firstName": "Alexander", "middleName": "James", "lastName": "Mayer", "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
• Years experience — 14 (high)
  • “"daysInIndustryCalculatedDate": "1/8/2012"” — sec_finra_regulatory
• Designations — — (medium)
  • “"stateExamCategory": [{"examCategory": "Series 66", "examName": "Uniform Combined State Law Examination", "examTakenDate": "1/23/2012"}], "principalExamCategory": [], "productExamCategory": [{"examCategory": "SIE"}, {"ex” — sec_finra_regulatory

Book of business

• Team AUM ($M) — 4500 (high)
  • “Team Assets (Custodied): $4.5B” — forbes_shook
• Account minimum ($M) — 5 (high)
  • “Minimum Account Size for New Business: $5M” — forbes_shook
• Typical client net worth ($M) — 5 (high)
  • “Typical Net Worth of Relationships: $5-100M” — forbes_shook
• Client niche — investment fund principals, asset management professionals, and founders who created significant wealth early (high)
  • “Our clients include investment fund principals, asset management professionals, highly motivated founders of rapidly growing enterprises, and successful innovators across a diverse range of industries. Most have created ” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", ... "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/the-lucidity-group (high)
  • “The Lucidity Group | New York, NY | New York, NY | Morgan Stanley Wealth Management” — firm_official
• Value proposition (verbatim) — We appreciate that your needs and aspirations are unique to you and your family, and that you have earned the right to have high expectations of your advisors. We will work to understand what you want to accomplish and how you want to live, and craft solutions built to achieve those objectives. (high)
  • “We appreciate that your needs and aspirations are unique to you and your family, and that you have earned the right to have high expectations of your advisors. We will work to understand what you want to accomplish and h” — firm_official
• Differentiators — Proprietary five-step 'CLEAR' wealth planning process (Connect, Learn, Evaluate, Allocate, Review), Hands-on discretionary portfolio managers building fully customized strategies in-house, Explicit focus on 'tax alpha' — optimizing risk-adjusted returns net of taxes and fees, Core liquid portfolio paired with high-conviction alternatives (private equity, private credit, hedge funds, primary and secondary), Specialization in complex balance sheets of hedge fund/PE principals and pre-IPO founders (high)
  • “Our wealth planning process is designed to help us gain a robust understanding of each client's specific needs and aspirations, so we can craft a comprehensive plan to best support their ambitions. We work to bring clari” — firm_official
  • “As highly experienced, hands-on portfolio managers, we create, implement and maintain fully customized strategies based on the specific needs, risk-tolerances and objectives of our clients.” — firm_official
• Content marketing — occasional (low)
  • “CRC 4665150 (8/2025), 4763067 (9/2025)” — firm_official
• Has podcast — no (medium)
  • “Alexander Mayer is a financial advisor based in New York, New York, working with Morgan Stanley. Alexander has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley,” — social_or_third_party_db
• Books published — 0 (medium)
  • “Alexander Mayer is on the team of advisors at Morgan Stanley in New York, NY. Alexander Mayer has been working for 15 year(s).” — social_or_third_party_db
• Linkedin url — https://www.linkedin.com/in/alexander-mayer-7a3766b7/ (medium)
  • “Alexander Mayer - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
• Social presence — none (low)
  • “twitter linkedin youtube” — firm_official
• Press awards — Forbes 2026 Best-In-State Wealth Management Teams (team member), Forbes Best-In-State Wealth Management Teams 2025 — The Lucidity Group, New York/NYC Private Wealth (low)
  • “Alex Mayer is on Forbes' 2026 Team Member - Best-In-State Wealth Management Teams list. Data Compiled By Shook Research LLC Based On Time Period From 3/31/24-3/31/25.” — firm_official

Visual brand

• Has distinct logo — no (medium)
  • “” — firm_official
• Logo url — https://advisor.morganstanley.com/the-lucidity-group/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — Stock Morgan Stanley advisor-site template: corporate navy/white, sans-serif, no team mark. Generic stock photography for tool tiles; headshots only for support staff. Team identity carried entirely by name and copy. (medium)
  • “ Total Wealth View” — firm_official
  • “” — firm_official

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