AA
AA

Adam Arthur

1 Year of Experience
San Diego, CA
Broker

Adam Arthur is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 1 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

4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122

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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 works as a client service associate for Talentlink DBA Remotelink Solutions, an affiliated branch servicing independent Cetera advisors. This takes up a full-time commitment.

Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
Cetera Investment Advisers LLC
May 2025 - October 2025 · 5 mos
Cetera Wealth Services, LLCBroker
November 2024 - October 2025 · 11 mos
State Registrations41 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.