Adam Fullmer is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History (1)
Criminal
May 2025Other Business Activities
Adam jointly leases property with Kathy Fullmer since 2019, dedicating about a quarter of his time to managing it. He is also a partner in Aurelius Capital Management, a real estate venture, spending minimal time on property management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
State Registrations53 states
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
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