Addison J Linn

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

• 08/2022 → 02/2024
  Florida Financial Advisors
  Tampa, FL
• 08/2017 → 05/2022
  Salisbury University
  Salisbury, MD
• 10/2019 → 08/2020
  Infocus Financial Advisors
  Salisbury, MD
• 06/2019 → 08/2019
  Humanitas Incorporated
  Silver Spring, MD
• 06/2018 → 08/2018
  Humanitas Incorporated
  Silver Spring, MD
• 08/2014 → 05/2017
  South Carroll High School
  Sykesville, MD
• 06/2023 → 02/2024
  Trinity Wealth Securities, Llc
  Tampa, FL
• 03/2024 → 03/2025
  Fisher Investments
  Tampa, FL
• 03/2025 → Present
  Morgan Stanley
  Tampa, FL
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2024-03-12 → 2025-03-13
  Fisher Investments
  Plano, TX
  Tampa, FL
• 2022-08-17 → 2024-02-12
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-15
• S65 Uniform Investment Adviser Law Examination
  2022-06-18

Other Names

• Aj Linn
• Addison James Linn