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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gelcich is a financial advisor with Morgan Stanley, a firm that manages assets in the range of $10 billion to $50 billion for approximately 335,385 clients. Adam has been in the industry since 1995 and has worked at various firms, including WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, J.P. MORGAN SECURITIES LLC, and J.P. MORGAN SECURITIES INC. Adam holds the Series 3, 4, 7, and 63 licenses. Adam provides services such as financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. Adam has also been registered as an Investment Advisor Representative in several states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/04/2020 - Present
Morgan Stanley (Carlsbad CA)
CA
01/14/2016 - 02/05/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
10/01/2014 - 02/09/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN DIEGO CA)
CA
04/23/2004 - 09/26/2014
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
NY
05/01/2001 - 04/16/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/23/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/19/1999 - 02/24/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/24/1996 - 01/20/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/25/1995 - 09/17/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 3 - National Commodity Futures Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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