Adam D Biederman

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

• 10/2023 → Present
  Morgan Stanley
  Oxnard, CA
• 09/2017 → 10/2023
  Copycat Copywriters
  Santa Barbara, CA
• 07/2016 → 09/2017
  Nbc Peacock Productions
  Burbank, CA
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*573343 - Copycat Copywriters; Investment Related: Yes; NYC, New York; Copywriting and Branding; Minority co-owner, boardmember, investor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2017; During Business Hours: 0; After Business Hours:1; I helped start the business and have an ownership share. I retain my ownership and am updated on the progress of the company.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-08

Other Names

• Adam Daniel Bederman
• Adam Daniel Biederman