AC
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Amy Curley

28 Years of Experience
Garden City, NY
Broker

Amy Curley is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 28 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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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Employment History
Current Registrations
Morgan Stanley
October 2014 - Present · 11 yrs 7 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - October 2014 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - October 2014 · 8 yrs 1 mo
Milza, Edward F.Broker
November 2005 - August 2006 · 9 mos
Deutsche Bank Securities INC.Broker
March 2000 - December 2003 · 3 yrs 9 mos
Tucker Anthony IncorporatedBroker
July 1999 - April 2000 · 9 mos
Bernard L. MadoffBroker
September 1998 - July 1999 · 10 mos
Tucker Anthony IncorporatedBroker
June 1997 - August 1998 · 1 yr 2 mos
Francis P. Maglio & CO., INC.Broker
August 1995 - May 1997 · 1 yr 9 mos
State Registrations34 states
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Exams
No exam information available for this advisor.
Amy Curley - Financial Advisor | TrueAdvisor