Amy Phillips is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 27 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
4300 East 53rd Street, Suite 300, Davenport, IA, 52807
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Private Client Services, LLCBroker
November 2017 - October 2021 · 3 yrs 11 mos
Detalus Securities, LLCBroker
January 2009 - November 2017 · 8 yrs 10 mos
Eagle One Investments, LLCBroker
August 2005 - December 2008 · 3 yrs 4 mos
Beyer & CompanyBroker
May 1998 - July 2005 · 7 yrs 2 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.