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Adam Abelson

10 Years of Experience
Palm Harbor, FL
Broker

Adam Abelson is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 10 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

4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam is on the Investment Committee, Board Member, and Finance Committee for Ruth Eckerd Hall, dedicating a few hours per week. He also leads the Investment Committee for Temple Ahavat Shalom, spending minimal time coordinating meetings.

Employment History
Current Registrations
Morgan Stanley
December 2015 - Present · 10 yrs 5 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.