Adam Steinbuch
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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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
10 years in the industry.
- Morgan StanleyMay 2026 to now
- Rack & Go LLCJan 2023 to May 2026
- Enterprise HoldingsOct 2022 to Jan 2023
- University At AlbanyAug 2022 to Oct 2022
- Rack & Go LLCMay 2022 to Aug 2022
- University At AlbanyDec 2021 to May 2022
- ValvolineOct 2021 to Dec 2021
- University At AlbanyAug 2021 to Oct 2021
- Rack & Go LLCMay 2021 to Aug 2021
- University At AlbanyAug 2020 to May 2021
- N/aJun 2020 to Aug 2020
- Hendrick Hudson High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8246533
- Firm CRD
- 149777