Todd Adelstein

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

• 06/2010 → 08/2024
  Jpmorgan Securities Llc
  Fort Lauderdale, FL
• 06/2010 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Fort Lauderdale, FL
• 08/2024 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach, FL
• 09/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-07-14 → 2024-08-21
  J.P. Morgan Securities Llc
  Boca Raton, FL
  Miami, FL
  Palm Beach, FL
  Boca Raton, FL
  Palm Beach, FL
  Boca Raton, FL
  Palm Beach, FL
  Boca Raton, FL
  Ft. Lauderdale, FL
• 2010-01-14 → 2010-06-22
  Lpl Financial Llc
  Fort Mill, SC
  Palm Beach, FL
• 2008-04-03 → 2010-01-08
  Fortigent, Llc
  Boca Raton, FL
• 2006-02-13 → 2007-09-06
  Truist Investment Services, Inc.
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Boca Raton, FL
• 2000-10-01 → 2004-06-04
  Wells Fargo Clearing Services, Llc
  Hollywood, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-19
• S66 Uniform Combined State Law Examination
  2005-12-27
• S63 Uniform Securities Agent State Law Examination
  1999-03-01