AW
AW
Adam Warshavsky
30 Years of Experience
Washington, DC
1 DisclosureBroker
Adam Warshavsky is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2004Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
October 2001 - February 2006 · 4 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1996 - February 2006 · 10 yrs 1 mo
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.