Adam Meliani

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

• 06/2023 → 10/2023
  Equitable Advisors, Llc.
  New York, NY
• 03/2018 → 05/2023
  Meliani's Italian Deli & Catering
  Old Bridge, NJ
• 06/2020 → 05/2021
  Phi Theta Kappa International Honor Society
  Lincroft, NJ
• 11/2018 → 02/2019
  Adidas Retail
  Freehold, NJ
• 03/2017 → 09/2018
  Six Flags Great Adventure
  Jackson, NJ
• 09/2021 → 05/2023
  Rennes School Of Business
  Rennes
• 09/2019 → 05/2021
  Brookdale Community College
  Lincroft, NJ
• 09/2016 → 06/2019
  Old Bridge High School
  Matawan, NJ
• 01/2024 → 12/2024
  Ubs
  Weehawken, NJ
• 12/2024 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2024-02-12 → 2024-12-23
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-02-09