AH
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Adam Hess

5 Years of Experience
Omaha, NE
Broker

Adam Hess is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 5 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

13625 California Street, Suite 400, Omaha, NE, 68154

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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 the sole proprietor/owner of TranquilTalk LLC, a technology company, since January 2025. He spends minimal time on business development and growth activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 3 yrs
Morgan StanleyBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2023 - May 2023 · 1 mo
TD Ameritrade, INC.Broker
October 2020 - April 2023 · 2 yrs 6 mos
State Registrations28 states
AZCACOFLGAIAILINKSLAMIMNMONCNDNENJNVNYOHOKPASCSDTNTXVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.