Best Investors Account Sign in

Amina Ruth Adams

Morgan Stanley

Alpharetta, GA

CRD 3154271

Claim This Profile
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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-05
  • GA RA
    APPROVED
    Since 2023-09-05

Branch Locations

3 Edison Drive, Alpharetta, GA 30005 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 08/2016 09/2017
E*Trade Capital Management Llc Alpharetta GA 08/2016 09/2017
E*Trade Securities Llc Alpharetta GA 09/2017 02/2020
E*Trade Capital Management Llc Alpharetta GA 09/2017 02/2020
E*Trade Securities Llc Alpharetta GA 02/2020 06/2020
E*Trade Capital Management Llc Alpharetta GA 02/2020 06/2020
E*Trade Securities Llc Alpharetta GA 06/2020 11/2021
E*Trade Capital Management Llc Alpharetta GA 06/2020 11/2021
E*Trade Securities Llc Alpharetta GA 11/2021 Present
E*Trade Capital Management Llc Alpharetta GA 11/2021 Present
Morgan Stanley Alpharetta GA 09/2023 Present
Morgan Stanley Alpharetta GA 09/2023 Present
  • 08/2016 → 09/2017
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2016 → 09/2017
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 09/2017 → 02/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2017 → 02/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 02/2020 → 06/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 06/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 06/2020 → 11/2021
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2020 → 11/2021
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 11/2021 → Present
    E*Trade Securities Llc
    Alpharetta, GA
  • 11/2021 → Present
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 09/2023 → Present
    Alpharetta, GA
  • 09/2023 → Present
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-18
  • S66 Uniform Combined State Law Examination
    2015-10-18
Other Names
  • Amina Ruth Adams-Zackery
  • Amina Ruth Adams Zackery

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Alpharetta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor