Deborah Adeimy, financial advisor West Palm Beach FL

Deborah Adeimy

CRD Number: 1941200
Current Firm: Morgan Stanley

Deborah Adeimy (CRD# 1941200) is an Investment Advisor Representative working at Morgan Stanley in West Palm Beach, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. New York, NY Jun 2018 - Current 1
Morgan Stanley Boca Raton, FL May 2018 - Current 1
Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens, FL Nov 2014 - May 2018 3
Merrill Lynch / Boa Palm Beach Gardens, FL Dec 2010 - Sep 2014 3
Morgan Stanley Smith Barney North Palm Beach, FL Jun 2009 - Dec 2010 1
Morgan Stanley Smith Barney North Palm Beach, FL Jan 2000 - Nov 2010 10
Citigroup Global Markets Inc. North Palm Beach, FL Jan 2000 - Jun 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Deborah J. Adeimy
Phone Number: 914-225-5510
Registered State(s):
  • FL
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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