Adam Gillam is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 19 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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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 Stanley
November 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Citi Private Advisory, LLCBroker
March 2017 - September 2020 · 3 yrs 6 mos
Citigroup Global Markets INC.
November 2013 - September 2020 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
October 2013 - September 2020 · 6 yrs 11 mos
Wells Fargo Advisors, LLC
August 2013 - October 2013 · 2 mos
Wells Fargo Advisors, LLCBroker
May 2013 - October 2013 · 5 mos
J.P. Morgan Securities LLCBroker
March 2010 - April 2013 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
September 2009 - February 2010 · 5 mos
Morgan Stanley Smith BarneyBroker
September 2009 - February 2010 · 5 mos
Aig Retirement Advisors, INC.
February 2009 - April 2009 · 2 mos
VALIC Financial Advisors, INC.Broker
August 2008 - April 2009 · 8 mos
Lehman Brothers INC.Broker
January 2006 - March 2008 · 2 yrs 2 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.