Adam Joseph Gillam

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

• 10/2013 → 09/2020
  Citigroup
  West Palm Beach, FL
• 11/2020 → Present
  Morgan Stanley Smith Barney Llc
  West Palm Beach, FL
• 11/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-11-04 → 2020-09-29
  Citigroup Global Markets Inc.
  West Palm Beach, FL
  Boca Raton, FL
  Tampa, FL
  Washington, DC
• 2013-08-22 → 2013-10-17
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Boca Raton, FL
• 2009-09-18 → 2010-02-18
  Morgan Stanley
  Gainesville, FL
• 2009-02-12 → 2009-04-20
  Valic Financial Advisors, Inc.
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-08-22
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Other Names

• Adam Gillam