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Adam Mcconnell
24 Years of Experience
New Orleans, LA
1 DisclosureBroker
Adam Mcconnell is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 24 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
1100 Poydras Street, Suite 1900, New Orleans, LA, 70163
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Morgan Keegan & Company, INC.
March 2007 - August 2008 · 1 yr 5 mos
Morgan Keegan & Company, INC.Broker
February 2007 - August 2008 · 1 yr 6 mos
Amsouth Investment Management Company LLC
July 2003 - February 2007 · 3 yrs 7 mos
Amsouth Investment Services, INC.
February 2003 - July 2003 · 5 mos
Amsouth Investment Services, INC.Broker
April 2001 - February 2007 · 5 yrs 10 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.