Adam Razov is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 23 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
Loading...
Location
Two Jericho Plaza, Jericho, NY, 11753
Get directionsHistory
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 StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - October 2014 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - October 2014 · 8 yrs 6 mos
Banc of America Investment Services, INC.
March 2006 - March 2006 · 0 mos
Banc of America Investment Services, INC.Broker
October 2004 - March 2006 · 1 yr 5 mos
Quick & Reilly, INC.Broker
February 2003 - October 2004 · 1 yr 8 mos
Nylife Securities INC.Broker
November 2001 - August 2002 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.