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About this Advisor
Adam Bell is a certified financial planner operating out of New York, New York, who has been in the industry for 11 years. Bell is an employee of Morgan Stanley. Over the course of their career, they have held roles at Citigroup Global Markets Inc and Morgan Stanley. Bell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Morgan Stanley is an advisory company headquartered in New York, New York. The investment advisory business has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in total assets across its 1,724,668 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 283 charitable organizations. Morgan Stanley offers a wide set 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 fee schedules largely vary depending on the type of financial services. Fee types charged by Morgan Stanley likely include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Adam Bell Work History
Adam has 11 years of experience.
Citigroup Global Markets Inc
Adam Bell has disclosures.
Please visit their SEC profile for more details.