Lisa Adamson is a registered investment advisor at Morgan Stanley, based in Bountiful, UT, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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IM Fee
Assets Under Management
Fee Structure
Location
Bountiful, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a co-trustee for her mother's trust, dedicating about 10-20% of her time to it, and a co-trustee for her grandparent's trust, spending a few hours per week. Lisa also co-owns a rental property with her spouse, spending about 10-20% of her time managing it, and is a trustee/co-trustee for another trust, spending minimal time on it.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Eagle Gate Securities, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations53 states
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