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Amy Munsell

26 Years of Experience
Tulsa, OK
Broker

Amy Munsell is a registered investment advisor at Morgan Stanley, based in Tulsa, 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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History

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.

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Other Business Activities

Amy owns rental property in Tulsa, Oklahoma, since February 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2002 - June 2009 · 7 yrs
Citigroup Global Markets INC.Broker
June 2002 - June 2009 · 7 yrs
Morgan Stanley
February 2001 - July 2002 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
June 2000 - July 2002 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - May 2000 · 11 mos
State Registrations37 states
AKALARAZCACOCTDCDEFLGAHIILINKSLAMAMIMNMOMTNCNJNMNVNYOHOKORPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Amy Munsell - Financial Advisor | TrueAdvisor