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Adam Hall

8 Years of Experience
Tampa, FL
Broker

Adam Hall is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 8 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

100 North Tampa Street, Suite 3000, Tampa, FL, 33602

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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 in various activities related to hockey, including the Tampa Bay Lightning, Lightning Foundation, and USA Hockey. He also serves as a board member for the Tampa Bay Lightning Alumni Association and is involved with PBX Pickleball.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
February 2018 - Present · 8 yrs 3 mos
State Registrations45 states
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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 Hall - Financial Advisor | TrueAdvisor