Adam
Gillam

Morgan Stanley

CRD#5061574
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Adam Gillam is a financial advisor operating out of West Palm Beach, Florida with 3 years of industry experience. Gillam is an advisor for Morgan Stanley. Throughout their career, they have worked at Wells Fargo Advisors, LLC, Citigroup, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gillam maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Florida and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets between its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Morgan Stanley has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees are based on the financial services provided. However, fee types charged by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

777 South Flagler Drive
West Palm Beach, FL 33401

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Adam Gillam Work History

Adam has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2013 - 2013 (< 1 year)

Wells Fargo Advisors, LLC

2013 - 2020 (7 years)

Citigroup

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Gillam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Janelle Williams
Billings, MT
Matthew Cooper
New Haven, CT
Seth Hart
New York, NY
Daniel Evans
New York, NY
Charles Doering
Walnut Creek, CA
Beth Prospero
Jersey City, NJ
Calvin Mason
Pueblo, CO
Ellen Spitz
Garden City, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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