Adam Zipper
Broker Info
Contact data available online
101 Park Avenue, 24th Floor, New York, NY 10017, US
(212) 503-1199
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About Adam Zipper
Adam Jordan Zipper serves as a Managing Director at Morgan Stanley, with a specialization in private wealth management. His career spans several prominent financial institutions, including previous roles at First Republic Investment Management, Inc., First Republic Securities Company, LLC, J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Bear, Stearns & Co. Inc. He joined Morgan Stanley on April 3, 2023, and is registered with four Self-Regulatory Organizations (SROs), licensed in 53 U.S. states and territories, and holds categories B (Broker) and IA (Investment Adviser).
His professional qualifications include passing several industry exams, such as the Series 7 (General Securities Representative, 1994), Series 63 (Uniform Securities Agent State Law, 1994), Series 65 (Uniform Investment Adviser Law, 1996), and Series 31 (Futures Managed Funds, 1997), among others. His employment history over the last 10 years includes positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and First Republic, where he served as a Managing Director and Wealth Manager.
Notably, Adam Zipper and his team, the Zipper-Duarte Team, have been recognized by Forbes as one of the Best-In-State Wealth Management Teams for 2023 and by Barron’s as part of the Top 100 Financial Advisors in 2023, indicating a strong professional reputation. These accolades, however, are based on historical data and do not guarantee future performance.
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by: Tina Parker
The reality is, his past roles and qualifications don’t guarantee that his advice is always the best. Clients should dig deeper, ask the tough questions, and ensure that his strategies align with their personal financial goals. Being recognized doesn’t automatically...
by: Samuel Morris
can Adam handle the challenges of today’s market
by: Rachel Torres
Adam Zipper’s accolades are impressive, but does that guarantee long-term success? 🤔
by: Quentin Gray
As a recognized leader in wealth management, his accolades certainly speak volumes. However, there’s always the risk that he’s more focused on maintaining his prestigious status than on providing truly personalized advice. Wealth management isn’t just about having a polished...