Adam Joseph Gillam

West Palm Beach, FL

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-11-10
TX	RA	APPROVED_RES	2020-11-10

FL RA
APPROVED

Since 2020-11-10
TX RA
APPROVED_RES

Since 2020-11-10

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citigroup	West Palm Beach	FL	10/2013	09/2020
Morgan Stanley Smith Barney Llc	West Palm Beach	FL	11/2020	Present
Morgan Stanley Private Bank, N.A	New York	NY	11/2020	Present

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

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

S66 Uniform Combined State Law Examination

2013-08-22
S63 Uniform Securities Agent State Law Examination

2007-11-20

Other Names

Adam Gillam

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC

MYRIAD ASSET MANAGEMENT ADVISORS LLC

TCG STRATEGIC INCOME ADVISOR LLC

SUNRISE MANAGER LLC

UBS FINANCIAL SERVICES INC.

CIBC PRIVATE WEALTH ADVISORS, INC.

CRESSET ASSET MANAGEMENT, LLC

Other Investors

SUZANN RITA ZADANOSKY

ROBERT EDWARD DEFOREST

RYAN JOSEPH MCGOVERN

WAYNE JULIUS SAFRO

SCOTT BERNARD ARENTSEN

NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL

MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL

TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

SUNRISE MANAGER LLC · WEST PALM BEACH, FL

SRT GROUP LLC · WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL

CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

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