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Amy Berg

22 Years of Experience
Oak Brook, IL
Broker

Amy Berg is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 22 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

2211 York Road, Suite 100, Oak Brook, IL, 60523

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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 an Etsy shop since January 2020, which is investment-related and involves sales/marketing. She spends about 10-20% of her time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2003 - June 2009 · 5 yrs 9 mos
State Registrations46 states
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AdvisorBrokerBoth

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