Adam Michael Bichsel

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 09/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO
• 09/2017 → Present
  Morgan Stanley
  Clayton, MO
• 10/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-10-23 → 2017-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ladue, MO
  St. Louis, MO
  Chesterfield, MO
• 2007-06-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  St. Louis, MO
  Chesterfield, MO
• 2006-08-12 → 2007-06-01
  Bancwest Investment Services, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2004-05-07 → 2006-08-12
  Invest Financial Corporation
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2003-08-25 → 2004-05-04
  Waddell & Reed
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2003-08-18

Designations

• Certified Financial Planner