AK
AK

Amanda Kugel

20 Years of Experience
Louisville, KY
Broker

Amanda Kugel is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 20 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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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 an officer and treasurer for Shoals Elementary PTO, a voluntary school organization. She spends a few hours per week on administrative, accounting, and bookkeeping tasks, including check signing and fund disbursement.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2007 - June 2009 · 1 yr 9 mos
Citigroup Global Markets INC.Broker
September 2007 - June 2009 · 1 yr 9 mos
Northwestern Mutual Investment Services,llc
November 2005 - September 2007 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
June 2005 - September 2007 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.