Adam Daniel Gelcich

CRD 2660474 · Morgan Stanley · Lutherville, MD

IA RegisteredBroker

Also appears in the source record as: Adam D Gelcich

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 4SIESeries 3Series 7
Registered states (20): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Illinois · Maryland · Massachusetts · Montana · Nevada · New Jersey · New York · North Carolina · Oregon · Texas · Utah · Washington · Wisconsin
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2660474 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (12)

From the source registration record · current first

Morgan StanleyCurrent
Lutherville, MD · IA capacity

Feb 3, 2020 → present
Wells Fargo Clearing Services, LLC
BD capacity

Jan 14, 2016 → Feb 5, 2020
Wells Fargo Clearing Services, LLC
IA capacity

Jan 14, 2016 → Feb 5, 2020
Credit Suisse Securities (USA) LLC
BD capacity

Oct 1, 2014 → Feb 9, 2016
Credit Suisse Securities (USA) LLC
IA capacity

Oct 1, 2014 → Feb 9, 2016
J.P. Morgan Securities LLC
IA capacity

May 25, 2004 → Sep 26, 2014
J.P. Morgan Securities LLC
BD capacity

Apr 23, 2004 → Sep 26, 2014
J.P. Morgan Securities Inc.
BD capacity

May 1, 2001 → Apr 16, 2004
J.P. Morgan Securities Inc.
BD capacity

Feb 23, 1999 → May 1, 2001
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jan 19, 1999 → Feb 24, 1999
J.P. Morgan Securities Inc.
BD capacity

Sep 24, 1996 → Jan 20, 1999
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 25, 1995 → Sep 17, 1996

Source & corrections

Where this page comes from

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