Sally Adams, financial advisor Rochester NY
93 score

Sally Adams

CRD Number: 1092588
Current Firm: Morgan Stanley

Sally Adams (CRD# 1092588) is an Investment Advisor Representative working at Morgan Stanley in Rochester, NY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Rochester, NY Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Rochester, NY Apr 2007 - Current 9
Dean Witter Reynolds Inc. Fairport, NY Jul 1988 - Apr 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Sally D. Adams
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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