Adam S Feldstein

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

• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 08/2016 → 08/2017
  Harmon Face Values
  Plainview, NY
• 06/2018 → 08/2018
  Special D Pools
  Hicksville, NY
• 06/2019 → 08/2019
  Zirra
  Tel Aviv
• 09/2021 → 08/2022
  Lendio
  Woodbury, NY
• 08/2017 → 05/2021
  The Ohio State University
  Columbus, OH
• 09/2013 → 06/2017
  Plainview Jfk High-School
  Plainview, NY
• 05/2021 → 09/2021
  Unemployed
  Plainview, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-01-23