AF
AF

Adam Fisher

14 Years of Experience
Austin, TX
Broker

Adam Fisher is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 14 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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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.

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Other Business Activities

Adam owns rental property in Colorado Springs since June 2024, spending minimal time on it. He receives $1725 monthly in compensation.

Employment History
Current Registrations
Morgan Stanley
February 2013 - Present · 13 yrs 5 mos
Morgan StanleyBroker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
September 2011 - December 2012 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Adam Fisher - Financial Advisor | TrueAdvisor