Adrienne Iglehart

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

• 12/2007 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → 10/2024
  Bank Of America, N.A.
  San Francisco, CA
• 10/2024 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-04-07 → 2024-10-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  Mill Valley, CA

Other Businesses

(1) COLLABORATION FOR FAMILY FLOURISHING / NON-INVESTMENT RELATED / NEW YORK, NY / COMMITTEE MEMBER / START 23-JANUARY-2012 / 2 HOURS DEVOTED QUARTERLY / 0 DURING TRADING HOURS / THE FINANCE COMMITTEE OVERSEES THE BUDGET AND MONITORS A SMALL INVESTMENT PORTFOLIO FOR A NON PROFIT - TOTAL ABOUT $200,000/ YEAR. AS A MEMBER OF THE FINANCE COMMITTEE, I WOULD SEE STATEMENTS OF EXPENSES , CASH FLOWS, AND INVESTMENT STATEMENTS. (2) *614689 - Learning Spring School; Investment related: No; New York, New York; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0.5; After business hours: 0; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-05
• S63 Uniform Securities Agent State Law Examination
  2006-04-11

Other Names

• Adrienne Silverstein