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Amanda Dulworth

26 Years of Experience
Oklahoma City, OK
Broker

Amanda Dulworth is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 26 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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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 is a designer and crafter at Stand Tall Designs, an arts and crafts business in Moore, OK, since January 2020. She spends a few hours per week on customer service after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
December 2003 - June 2009 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
December 1999 - June 2009 · 9 yrs 6 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.