AA
AA
Amy Aadalen is a registered investment advisor at Morgan Stanley, based in Minneapolis, MN, 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
225 South 6th Street, Minneapolis, MN, 55402
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Regulatory History (4)
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Regulatory
October 2022Final
Regulatory
February 2022Final
Regulatory
November 2019Final
Regulatory
November 2018Final
Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 1993 - June 2009 · 16 yrs 4 mos
State Registrations12 states
AZCADCFLINMIMNNYOHVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.