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Adam Hendricks

20 Years of Experience
Beavercreek, OH
Broker

Adam Hendricks is a registered investment advisor at Morgan Stanley, based in Beavercreek, OH, with 20 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

4380 Buckeye Lane, Suite 200, Beavercreek, OH, 45440

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam is a sole proprietor/owner of Hendricks Rental real estate in Xenia, Ohio, since February 2025. He dedicates minimal time to property management after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Key Investment Services LLCBroker
September 2008 - November 2011 · 3 yrs 2 mos
Wamu Investments, INC.Broker
October 2005 - August 2008 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.