Adam Bichsel is a CFP-designated registered investment advisor at Morgan Stanley, based in Clayton, MO, with 22 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
7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105
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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 StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2017 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2017 · 7 yrs 11 mos
Banc of America Investment Services, INC.
June 2007 - October 2009 · 2 yrs 4 mos
Banc of America Investment Services, INC.Broker
June 2007 - October 2009 · 2 yrs 4 mos
Bancwest Investment Services, INC.
February 2007 - June 2007 · 4 mos
Bancwest Investment Services, INC.Broker
August 2006 - June 2007 · 10 mos
Bancwest Investment Services, INC.
August 2006 - January 2007 · 5 mos
Invest Financial Corporation
May 2004 - August 2006 · 2 yrs 3 mos
Invest Financial CorporationBroker
May 2004 - August 2006 · 2 yrs 3 mos
Waddell & Reed, INC.
August 2003 - May 2004 · 9 mos
Waddell & Reed, INC.Broker
August 2003 - May 2004 · 9 mos
State Registrations41 states
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.