AW
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Amanda Wood

24 Years of Experience
Canfield, OH
Broker

Amanda Wood is a registered investment advisor at Morgan Stanley, based in Canfield, OH, with 24 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

3635 Boardman Canfield Road, Canfield, OH, 44406

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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 partner in Wood Lawn Care & Maintenance, a landscaping business in Hermitage, Pennsylvania. She spends minimal time on accounting and bookkeeping tasks for this investment-related activity.

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.
January 2007 - June 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2001 - April 2006 · 4 yrs 11 mos
State Registrations4 states
FLNJOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amanda Wood - Financial Advisor | TrueAdvisor