Amy Ward is a registered investment advisor at Morgan Stanley, based in Montecito, CA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1111 Coast Village Road, Montecito, CA, 93108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is an independent contractor for Le-Vel, selling health and wellness products since May 2017. She dedicates about 10-20% of her time to this activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations39 states
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