Bradley Adams
Bradley Adams is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 25 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (6)
Customer Dispute
June 2012Customer Dispute
September 2011Customer Dispute
September 2010Customer Dispute
May 2006Customer Dispute
March 2005Customer Dispute
February 2005Other Business Activities
Bradley is the sole proprietor/owner of Silver Peak Rd LLC, a real estate property management company, since 2019. He spends minimal time on this activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations32 states
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
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