Adelyn Macoy Carmody

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

• 12/2021 → 03/2023
  Rbc Capitasl Markets, Llc
  Davenport, IA
• 01/2019 → 12/2021
  University Of Iowa
  Iowa City, IA
• 08/2018 → 12/2018
  Central College
  Pella, IA
• 06/2021 → 10/2021
  Caribou Coffee
  Coralville, IA
• 08/2019 → 11/2021
  Lucky Pawz Llc
  Iowa City, IA
• 12/2019 → 07/2021
  Rover
  Iowa City, IA
• 07/2017 → 12/2019
  William Wesley Grand Salon And Spa
  Davenport, IA
• 08/2014 → 05/2018
  North Scott High School
  Eldridge, IA
• 04/2023 → Present
  Morgan Stanley
  West Des Moines, IA

Previous Registrations

• 2022-10-14 → 2023-05-19
  Rbc Capital Markets, Llc
  Bettendorf, IA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14