Adam M Djendi

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

• 03/2022 → 09/2023
  E*Trade Securities Llc
  Chicago, IL
• 08/2021 → 02/2022
  W&L International Express
  Glendale Heights, IL
• 10/2017 → 05/2018
  Northern Trust
  Chicago, IL
• 09/2014 → 04/2017
  Greatpoint Capital / Towerhill Trading
  Chicago, IL
• 06/2018 → 10/2019
  Unemployed
  Glen Ellyn, IL
• 10/2019 → 02/2020
  Planet Fitness
  Carol Stream, IL
• 02/2020 → 12/2020
  Chipotle
  Glen Ellyn, IL
• 01/2021 → 08/2021
  Unemployed
  Glen Ellyn, IL
• 04/2017 → 10/2017
  Unemployed
  Glen Ellyn, IL
• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-03-11
• S63 Uniform Securities Agent State Law Examination
  2022-07-15