# TODD ADELSTEIN

TODD ADELSTEIN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2024-08-19 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2010-07-14 | 2024-08-21 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-01-14 | 2010-06-22 | — |
| [FORTIGENT, LLC](https://search.stillhousedata.com/firm/138164) | 2008-04-03 | 2010-01-08 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2006-02-13 | 2007-09-06 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2000-10-01 | 2004-06-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3168937)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3168937.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.