Adam Stefano is a registered investment advisor at Morgan Stanley, based in New York, NY, with 26 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
One Penn Plaza, 43rd Floor, New York, NY, 10119
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2004 - April 2007 · 2 yrs 7 mos
Lehman Brothers INC.Broker
July 1999 - September 2004 · 5 yrs 2 mos
Tir Securities, INC.Broker
April 1999 - June 1999 · 2 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.