Adam
Bell

Morgan Stanley

CRD#4611881
Investment Advisor
in New York, NY
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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

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

Yes

Office Location

One Penn Plaza 43Rd Floor
New York, NY 10119

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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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
  • Other

Adam Bell Work History

Adam has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley

2007 - 2015 (8 years)

Citigroup Global Markets Inc

Disclosures

Adam Bell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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