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Amie Brallier

33 Years of Experience
Santa Barbara, CA
Broker

Amie Brallier is a registered investment advisor at Morgan Stanley, based in Santa Barbara, CA, with 33 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

1332 Anacapa Street, 2nd Floor, Santa Barbara, CA, 93101

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Amie owns a rental property in Santa Barbara, California, operating as an AirBNB since 2022. She dedicates minimal time to sales/marketing and property management related to this investment.

Employment History
Current Registrations
Morgan StanleyBroker
January 2024 - Present · 2 yrs 4 mos
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - January 2024 · 13 yrs
Wells Fargo Clearing Services, LLCBroker
January 2011 - January 2024 · 13 yrs
Wells Fargo Investments, LLCBroker
September 2003 - January 2011 · 7 yrs 4 mos
Wells Fargo Investments, LLC
September 2003 - January 2011 · 7 yrs 4 mos
Wells Fargo Investments, LLC
May 2001 - July 2003 · 2 yrs 2 mos
Wells Fargo Investments, LLCBroker
May 2001 - July 2003 · 2 yrs 2 mos
Wells Fargo Securities INC.Broker
May 1999 - May 2001 · 2 yrs
Sutro & CO. IncorporatedBroker
May 1997 - May 1999 · 2 yrs
Schroder Wertheim & CO. IncorporatedBroker
November 1992 - May 1997 · 4 yrs 6 mos
State Registrations12 states
AKCAFLHIIDMINVNYORTNWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.