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Amanda Blair

24 Years of Experience
Naples, FL
Broker

Amanda Blair is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 24 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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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

Amanda acts as a Power of Attorney (POA) in San Diego, California, since January 2023. This investment-related activity takes about 13 hours per month, or a few hours per week.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Hsbc Securities (USA) INC.
November 2010 - November 2013 · 3 yrs
Hsbc Securities (USA) INC.Broker
December 2008 - November 2013 · 4 yrs 11 mos
Maxim Group LLCBroker
February 2008 - December 2008 · 10 mos
Needham & Company, LLCBroker
July 2006 - December 2007 · 1 yr 5 mos
UBS Financial Services INC.Broker
July 2004 - June 2006 · 1 yr 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
June 2001 - July 2002 · 1 yr 1 mo
Cibc World Markets CORP.Broker
October 2000 - November 2000 · 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
January 1999 - October 2000 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.