Amy Cook is a registered investment advisor at Morgan Stanley, based in Decatur, AL, 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
300 Market Street Ne, Suite 101, Decatur, AL, 35601
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Regulatory History (1)
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Customer Dispute
September 2011Settled
Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Morgan Stanley
October 2020 - October 2020 · 0 mos
Bbva Securities INC.Broker
May 2013 - October 2020 · 7 yrs 5 mos
Bbva Wealth Solutions INC.
January 2013 - October 2020 · 7 yrs 9 mos
Bbva Compass Investment Solutions, INCBroker
November 2012 - May 2013 · 6 mos
State Farm Vp Management CORP.Broker
January 2011 - November 2012 · 1 yr 10 mos
Uvest Financial Services Group, INC.
March 2008 - November 2010 · 2 yrs 8 mos
Uvest Financial Services Group, INC.Broker
March 2007 - November 2010 · 3 yrs 8 mos
Amsouth Investment Services, INC.Broker
March 2004 - December 2006 · 2 yrs 9 mos
Southtrust Securities, INC.Broker
October 2003 - February 2004 · 4 mos
State Registrations24 states
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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.