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Amy Brugger

34 Years of Experience
Menlo Park, CA
Broker

Amy Brugger is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy works as an Uber and Lyft driver, dedicating minimal time to each. She also manages inherited and owned rental properties, and is offering paintings for sale through Amy N. Brugger Designs.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
The Shemano Group, INC.Broker
October 2004 - April 2005 · 6 mos
The Shemano Group, INC.Broker
June 2002 - October 2002 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - December 2000 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1983 - November 1988 · 4 yrs 11 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Amy Brugger - Financial Advisor | TrueAdvisor