Tolulope Adeyemi, financial advisor Washington DC

Tolulope Adeyemi

CRD Number: 5143357
Current Firm: Morgan Stanley

Tolulope Adeyemi (CRD# 5143357) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Washington, DC Apr 2018 - Current 1
Morgan Stanley Private Bank, N.a. Washington, DC Apr 2018 - Current 1
Pnc Bank Washington, DC Jul 2016 - Apr 2018 1
Pnc Investments Pittsburgh, PA Jul 2016 - Apr 2018 1
Bank Of America, Na Pennington, NJ Aug 2009 - Jul 2016 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopewell, NJ Nov 2007 - Jul 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Tolulope A. Adeyemi
Phone Number: 914-225-5510
Registered State(s):
  • DC
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    729,249
    MILLIONS
  • Total Number of Accounts
    1,815,592
    ACCOUNTS
  • Average Account Value
    $401,659
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 investment companies (as well as "business development companies")
  • 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, WY

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

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