Adam Scharf

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-09-04
NY	RA	APPROVED	2025-09-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	New York	NY	09/2018	06/2022
Sawyer Financial Management Llc	Armonk	NY	04/2015	09/2018
Stern Keiser & Panken Llp (Group: Law Office Of Jared Scharf)	White Plains	NY	01/2007	09/2018
Morgan Stanley Private Bank, N.A	New York	NY	10/2018	06/2022
First Republic Investment Management, Inc	New York	NY	02/2023	07/2023
First Republic Securities Company, Llc	New York	NY	02/2023	07/2023
Unemployed	Pleasantville	NY	07/2022	01/2023
Hightower Advisors	Chicago	IL	07/2023	11/2024
Rmr Wealth Builders, Inc.	Montclair	NJ	09/2025	Present
Unemployed	Pleasantville	NY	11/2024	09/2025

09/2018 → 06/2022

Morgan Stanley

New York, NY
04/2015 → 09/2018

Sawyer Financial Management Llc

Armonk, NY
01/2007 → 09/2018

Stern Keiser & Panken Llp (Group: Law Office Of Jared Scharf)

White Plains, NY
10/2018 → 06/2022

Morgan Stanley Private Bank, N.A

New York, NY
02/2023 → 07/2023

First Republic Investment Management, Inc

New York, NY
02/2023 → 07/2023

First Republic Securities Company, Llc

New York, NY
07/2022 → 01/2023

Unemployed

Pleasantville, NY
07/2023 → 11/2024

Hightower Advisors

Chicago, IL
09/2025 → Present

Rmr Wealth Builders, Inc.

Montclair, NJ
11/2024 → 09/2025

Unemployed

Pleasantville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-01-17

Other Firms