Adam M Guralnick

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

• 05/2016 → 02/2017
  Citigroup
  Short Hills, NJ
• 02/2017 → 03/2021
  Ubs Financial Services Inc.
  New York, NY
• 02/2017 → 03/2021
  Ubs Bank Usa
  New York, NY
• 03/2021 → Present
  Morgan Stanley
  Paramus, NJ
• 03/2021 → Present
  Morgan Stanley Private Bank, N.A.
  Paramus, NJ

Previous Registrations

• 2017-02-28 → 2021-03-16
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
• 2016-07-20 → 2017-02-17
  Citigroup Global Markets Inc.
  Short Hills, NJ
  Washington, DC

Other Businesses

* 428682 â?" Trust; Investment related Yes; Farmingdale, NY; Aug 2014; During business hours: 0; After business hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-15
• S63 Uniform Securities Agent State Law Examination
  2013-11-18

Other Names

• Adam Matthew Guralnick
• Adam Guralnick