AG
AG
Adam Gelcich is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, 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
2330 West Joppa Road, Suite 255, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2001Settled
Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2016 - February 2020 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2016 - February 2020 · 4 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
October 2014 - February 2016 · 1 yr 4 mos
Credit Suisse Securities (USA) LLC
October 2014 - February 2016 · 1 yr 4 mos
J.P. Morgan Securities LLC
May 2004 - September 2014 · 10 yrs 4 mos
J.P. Morgan Securities LLCBroker
April 2004 - September 2014 · 10 yrs 5 mos
J.P. Morgan Securities INC.Broker
May 2001 - April 2004 · 2 yrs 11 mos
J.P. Morgan Securities INC.Broker
February 1999 - May 2001 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - February 1999 · 1 mo
J.P. Morgan Securities INC.Broker
September 1996 - January 1999 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - September 1996 · 11 mos
State Registrations20 states
AZCACOCTDCDEFLILMAMDMTNCNJNVNYORTXUTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.