AG
AG

Adam Guralnick

11 Years of Experience
Paramus, NJ
Broker

Adam Guralnick is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 11 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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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 is involved with a trust in Farmingdale, NY since 2014. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2017 - March 2021 · 4 yrs 1 mo
UBS Financial Services INC.
February 2017 - March 2021 · 4 yrs 1 mo
Citigroup Global Markets INC.
July 2016 - February 2017 · 7 mos
Citigroup Global Markets INC.Broker
May 2016 - February 2017 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - May 2016 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - November 2014 · 1 yr
State Registrations1 state
NJ
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 Guralnick - Financial Advisor | TrueAdvisor