AG
AG

Adam Grossman

12 Years of Experience
Garden City, NY
Broker

Adam Grossman is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 12 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

Get directions

History

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 →
Other Business Activities

Adam owns 2594 Norton LLC, a real estate holding company for his primary residence, and is a partial owner of Wego Solutions LLC, a software company that is no longer operating. He also owns In the Money Solutions LLC, an inactive company, and is an employee of both JPMorgan Securities and JPMorgan Bank, where he can offer bank products and services.

Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 10 mos
Morgan Stanley
September 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2018 - September 2025 · 7 yrs 1 mo
J.P. Morgan Securities LLC
August 2018 - September 2025 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - August 2018 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - August 2018 · 2 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
February 2008 - February 2009 · 1 yr
Ekn Financial Services INC.Broker
May 2007 - September 2007 · 4 mos
S.W. Bach & CompanyBroker
October 2006 - March 2007 · 5 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.
Adam Grossman - Financial Advisor | TrueAdvisor