Adrianne
Medford

Morgan Stanley

CRD#2317631
Investment Advisor
in Bethesda, MD

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About this Advisor

Adrianne Medford is a financial advisor who works out of Bethesda, Maryland with 14 years of relevant experience. Medford currently works for Morgan Stanley. They have spent their entire career at Morgan Stanley. Medford holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in District Of Columbia, Maryland and Texas. Morgan Stanley is a registered investment business operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets under management between its 2,233,188 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Morgan Stanley offers 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. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types billed by Morgan Stanley likely include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

7500 Old Georgetown Road 10Th Floor
Bethesda, MD 20814

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

MD Average: 88
Total Number of Accounts

2,233,188

MD Average: 3,892
Average Account Size

$530,659

MD 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

Adrianne Medford Work History

Adrianne has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Morgan Stanley Smith Barney

*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 Adrianne Medford 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

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
Calvin Mason
Pueblo, CO
Melissa Moyer
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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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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