Adam A Geffner
Investment adviser representative at Morgan Stanley
17 yearsExperience
3 statesRegistered in
CFADesignation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Morgan StanleyNov 2022 to now
- UnemployedJan 2022 to Nov 2022
- Geffner Capital ManagementMar 2019 to Jan 2022
- The Macarthur CompanyJan 2018 to Mar 2019
- Emlyon Business SchoolSep 2017 to May 2018
- Al Akhawayn UniversityJan 2017 to Dec 2017
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2017
- Morgan Stanley Smith BarneyJun 2009 to Jan 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (DC, TX, WA).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4830257
- Firm CRD
- 149777