Adam
Link
Morgan Stanley
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About this Advisor
Adam Link is a financial advisor operating in Davenport, Iowa with 1 year of industry experience. Link is on the advisory team at Morgan Stanley. Over the course of their career, they have held roles at Pruco Securities, LLC, Rock Island County Schools, Family Video Movie Club, District 50 Schools, The Prudential Insurance Company Of America, Deere Employees Credit Union, Invest Financial Corp, Lpl Financial LLC and Morgan Stanley Smith Barney LLC. Link maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois, Iowa and Texas. Morgan Stanley is an advisory business based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets under management among its 2,233,188 customer 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 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a broad assortment of services, including 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 management fees typically are based on which services the firm provides the client. Fees billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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 Link Work History
Adam has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Lpl Financial LLC
Deere Employees Credit Union
Invest Financial Corp
Pruco Securities, LLC
Rock Island County Schools
The Prudential Insurance Company Of America
Family Video Movie Club
Family Video Movie Club
District 50 Schools
*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 Link 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
Garden City, NY
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Oak Brook, IL
Pueblo, CO
Blue Bell, PA
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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