Morgan Stanley
47yrs
Top advisor by experience in Purchase
5yrs
Adele Kates
Financial advisor at Morgan Stanley
Based in Purchase, New York, Adele Kates is a fiduciary financial advisor with 5 years of industry experience. Adele has been with Morgan Stanley since 2024; before that, Adele spent less than a year at D.A. Davidson & Co. and less than a year at Missionsquare Retirement. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 800 advisors with offices in Purchase, and one of 755 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2000 Westchester Avenue, Purchase, NY 10577
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
- Feb 2024 – Jun 2024D.A. Davidson & Co.Previously
- Oct 2023 – Jan 2024Missionsquare RetirementPreviously
- Aug 2023 – Oct 2023Manning & Napier Advisors, LLCPreviously
Contact Adele
(914) 225-5510Morgan Stanley main office 2000 Westchester AvenuePurchase, NY 10577Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Adele
Tailored to Adele’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adele
How do I contact Adele?
Call Morgan Stanley at (914) 225-5510 and ask for Adele Kates. Adele works from the Purchase, NY office.
How long has Adele been a financial advisor?
Adele has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Adele hold?
Series 66. Tap any license on this page to see what it allows.
Is Adele a fiduciary?
Adele is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adele paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Adele for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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