AZ
AZ

Adam Zipper

31 Years of Experience
New York, NY
Broker

Adam Zipper is a registered investment advisor at Morgan Stanley, based in New York, NY, with 31 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

55 East 52nd Street, 28th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam is an officer of ENJ SIBS LLC, an investment/finance/banking business in Park City, Utah, since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
First Republic Securities Company, LLCBroker
July 2020 - May 2023 · 2 yrs 10 mos
First Republic Investment Management, INC.
July 2020 - May 2023 · 2 yrs 10 mos
J.P. Morgan Securities LLC
February 2010 - August 2020 · 10 yrs 6 mos
J.P. Morgan Securities LLCBroker
February 2009 - August 2020 · 11 yrs 6 mos
Citigroup Global Markets INC.Broker
May 1996 - March 2009 · 12 yrs 10 mos
Bear, Stearns & CO. INC.Broker
October 1994 - May 1996 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.