AW
AW

Amy Wildman

28 Years of Experience
Las Cruces, NM
Broker

Amy Wildman is a registered investment advisor at Morgan Stanley, based in Las Cruces, NM, 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

3050 Roadrunner Parkway, Suite B, Las Cruces, NM, 88011

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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

Amy is a sole proprietor/owner selling Avon beauty products since 2011. This activity requires minimal time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
May 1998 - June 2009 · 11 yrs 1 mo
Citigroup Global Markets INC.Broker
November 1997 - June 2009 · 11 yrs 7 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.