Deborah AdeimyCRD 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.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|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|
Total Assets Under Management729,249MILLIONS
Total Number of Accounts1,815,592ACCOUNTS
Average Account Value$401,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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