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Amanda Moran

10 Years of Experience
New York, NY
Broker

Amanda Moran is a registered investment advisor at Morgan Stanley, based in New York, NY, with 10 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

1585 Broadway, New York, NY, 10036

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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 board member at the University of the South since 2022, spending minimal time outside of business hours. Her involvement primarily focuses on fundraising.

Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Morgan Stanley & CO. LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Credit Suisse First Boston LLCBroker
May 2001 - July 2005 · 4 yrs 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
May 2000 - May 2001 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.