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Adam Brinkley is a registered investment advisor at Morgan Stanley, based in Washington, DC, 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
1775 I Street, North West, Suite 200, Washington, DC, 20006
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Regulatory History (1)
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Customer Dispute
June 2019Denied
Other Business Activities
Adam serves as a backup power of attorney for his mother's revocable trust in the event of her incapacitation.
Employment History
Current Registrations
Morgan StanleyBroker
March 2024 - Present · 2 yrs 6 mos
Morgan Stanley
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2012 - April 2024 · 11 yrs 5 mos
UBS Financial Services INC.
November 2012 - April 2024 · 11 yrs 5 mos
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2012 · 3 yrs 6 mos
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
July 2008 - June 2009 · 11 mos
Ameriprise Financial Services, INC.
September 2006 - March 2008 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
July 2006 - March 2008 · 1 yr 8 mos
State Registrations17 states
AZCADCDEFLGAILMDNCNJNYSCTXUTVAWAWI
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.