Adam Michael Abelson

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

• 09/2015 → Present
  Morgan Stanley
  Palm Harbor, FL
• 11/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*324496- Ruth Eckerd Hall; Investment related: No; Clearwater, Florida; Art/Culture; Investment Committee, Board Member, Finance Committee, Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0.5; After business hours: 3.5; Other *609548 - Temple Ahavat Shalom; Investment related: No; Palm Harbor, Florida; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 0.1; I am the investment committee leader. I just need to schedule a bi-annual investment committee meeting and act as the coordinator for the meeting. I do not give any investment advice or make any solicitations. I also have NO authority on any accounts.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-30